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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,396 | $53,596-78.7% | $90,657-87.4% | $64,173-82.2% |
| Participation rate | 56.1% | 64.5%-8.4pp | 74.0%-17.9pp | 69.6%-13.4pp |
| Annual return | -9.01% | 4.41%-13.4pp | 1.89%-10.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $602 | $1,503-59.9% | $2,532-76.2% | $2,381-74.7% |
| Participant deferral / active EE | $894 | $2,459-63.6% | $3,424-73.9% | $3,470-74.2% |
| Admin fee / account holder | $1,566 | $3,868-59.5% | $4,994-68.7% | $4,887-68.0% |