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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 | $9,271 | $45,123-79.5% | $85,240-89.1% | $74,478-87.6% |
| Participation rate | 19.9% | 49.4%-29.5pp | 67.5%-47.7pp | 67.2%-47.3pp |
| Annual return | 9.53% | 26.32%-16.8pp | 66.75%-57.2pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $649 | $1,459-55.5% | $2,735-76.3% | $2,626-75.3% |
| Participant deferral / active EE | $426 | $2,736-84.4% | $4,527-90.6% | $4,350-90.2% |
| Admin fee / account holder | $3,578 | $2,215+61.6% | $6,165-42.0% | $1,946+83.9% |