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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 | $23,710 | $79,867-70.3% | $120,344-80.3% | $64,340-63.1% |
| Participation rate | 25.7% | 63.0%-37.2pp | 76.7%-51.0pp | 55.2%-29.5pp |
| Annual return | 11.54% | 21.10%-9.6pp | 20.30%-8.8pp | 24.14%-12.6pp |
| Employer contribution / active EE | $707 | $1,925-63.3% | $3,020-76.6% | $1,862-62.0% |
| Participant deferral / active EE | $1,249 | $3,593-65.2% | $5,135-75.7% | $2,980-58.1% |
| Admin fee / account holder | $8,992 | $5,039+78.4% | $12,742-29.4% | $3,703+142.9% |