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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 | $18,336 | $59,456-69.2% | $93,669-80.4% | $74,429-75.4% |
| Participation rate | 33.3% | 59.6%-26.3pp | 68.7%-35.4pp | 67.2%-33.9pp |
| Annual return | 10.46% | 82.00%-71.5pp | 133.59%-123.1pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $381 | $1,266-69.9% | $2,424-84.3% | $2,625-85.5% |
| Participant deferral / active EE | $1,029 | $3,052-66.3% | $4,416-76.7% | $4,348-76.3% |
| Admin fee / account holder | $1,284 | $3,026-57.6% | $8,291-84.5% | $1,944-34.0% |