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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 | $3,607 | $201,370-98.2% | $184,256-98.0% | $145,897-97.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | -0.05% | 29.05%-29.1pp | 28.85%-28.9pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,724 | $7,024-75.5% | $6,427-73.2% | $4,663-63.0% |
| Participant deferral / active EE | $1,960 | $9,808-80.0% | $9,133-78.5% | $6,689-70.7% |
| Admin fee / account holder | $618 | $16,364-96.2% | $13,899-95.6% | $13,390-95.4% |