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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 | $22,632 | $80,992-72.1% | $96,534-76.6% | $75,173-69.9% |
| Participation rate | 56.1% | 71.8%-15.6pp | 76.0%-19.8pp | 67.2%-11.1pp |
| Annual return | 11.78% | 27.05%-15.3pp | 25.88%-14.1pp | 160.72%-148.9pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,759 | $3,929-55.2% | $4,851-63.7% | $4,126-57.4% |
| Admin fee / account holder | $11,815 | $6,717+75.9% | $8,253+43.2% | $5,651+109.1% |