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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 | $6,978 | $58,577-88.1% | $83,323-91.6% | $64,181-89.1% |
| Participation rate | 25.0% | 72.0%-47.0pp | 77.8%-52.8pp | 69.6%-44.6pp |
| Annual return | -11.66% | 9.65%-21.3pp | 10.63%-22.3pp | 7.63%-19.3pp |
| Employer contribution / active EE | $493 | $2,098-76.5% | $3,379-85.4% | $2,381-79.3% |
| Participant deferral / active EE | $1,159 | $4,654-75.1% | $5,565-79.2% | $3,470-66.6% |
| Admin fee / account holder | $601 | $9,275-93.5% | $7,539-92.0% | $4,887-87.7% |