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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 | $8,955 | $65,395-86.3% | $182,558-95.1% | $72,976-87.7% |
| Participation rate | 63.6% | 65.4%-1.8pp | 78.0%-14.3pp | 69.5%-5.9pp |
| Annual return | 14.05% | 27.68%-13.6pp | 148.59%-134.5pp | 81.02%-67.0pp |
| Employer contribution / active EE | $888 | $1,911-53.5% | $4,076-78.2% | $2,440-63.6% |
| Participant deferral / active EE | $598 | $3,563-83.2% | $5,526-89.2% | $3,608-83.4% |
| Admin fee / account holder | $336 | $4,245-92.1% | $8,594-96.1% | $5,124-93.4% |