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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 | $5,756 | $46,596-87.6% | $64,099-91.0% | $75,181-92.3% |
| Participation rate | 13.6% | 65.9%-52.4pp | 72.3%-58.8pp | 67.2%-53.6pp |
| Annual return | 5.19% | 26.04%-20.8pp | 33.70%-28.5pp | 160.69%-155.5pp |
| Employer contribution / active EE | $441 | $1,975-77.6% | $2,748-83.9% | $2,671-83.5% |
| Participant deferral / active EE | $441 | $2,837-84.4% | $3,881-88.6% | $4,126-89.3% |
| Admin fee / account holder | $1,011 | $2,954-65.8% | $3,070-67.1% | $5,650-82.1% |