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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 | $21,865 | $106,749-79.5% | $145,433-85.0% | $82,448-73.5% |
| Participation rate | 48.1% | 75.6%-27.5pp | 82.1%-34.0pp | 68.1%-19.9pp |
| Annual return | 12.87% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,076 | $3,444-68.8% | $4,554-76.4% | $2,551-57.8% |
| Participant deferral / active EE | $1,709 | $6,519-73.8% | $7,897-78.4% | $4,139-58.7% |
| Admin fee / account holder | $2,559 | $8,390-69.5% | $13,129-80.5% | $7,234-64.6% |