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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 | $21,275 | $89,652-76.3% | $141,191-84.9% | $65,185-67.4% |
| Participation rate | 39.6% | 74.7%-35.1pp | 82.5%-42.9pp | 70.2%-30.6pp |
| Annual return | 19.96% | 32.79%-12.8pp | 71.41%-51.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,430 | $5,691-74.9% | $6,710-78.7% | $3,514-59.3% |
| Admin fee / account holder | $5,332 | $569+837.9% | $10,264-48.0% | $847+529.4% |