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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 | $35,141 | $100,060-64.9% | $149,721-76.5% | $70,126-49.9% |
| Participation rate | 16.7% | 83.6%-66.9pp | 87.1%-70.4pp | 69.5%-52.9pp |
| Annual return | 12.68% | 27.46%-14.8pp | 1501.67%-1489.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $466 | $4,982-90.6% | $6,568-92.9% | $3,332-86.0% |
| Admin fee / account holder | $531 | $8,285-93.6% | $11,282-95.3% | $4,645-88.6% |