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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 | $8,905 | $77,920-88.6% | $149,723-94.1% | $75,177-88.2% |
| Participation rate | 16.4% | 65.6%-49.2pp | 78.8%-62.4pp | 67.2%-50.8pp |
| Annual return | 9.48% | 31.72%-22.2pp | 134.50%-125.0pp | 160.75%-151.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $561 | $3,411-83.6% | $5,682-90.1% | $4,126-86.4% |
| Admin fee / account holder | $5,228 | $5,951-12.1% | $13,215-60.4% | $5,651-7.5% |