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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 | $8,150 | $101,798-92.0% | $165,071-95.1% | $80,935-89.9% |
| Participation rate | 45.2% | 71.8%-26.7pp | 78.6%-33.5pp | 67.7%-22.5pp |
| Annual return | 9.95% | 16.73%-6.8pp | 70.17%-60.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $883 | $2,954-70.1% | $4,347-79.7% | $2,757-68.0% |
| Participant deferral / active EE | $1,665 | $4,476-62.8% | $6,035-72.4% | $4,299-61.3% |
| Admin fee / account holder | $3,467 | $8,221-57.8% | $12,695-72.7% | $6,924-49.9% |