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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 | $9,299 | $86,050-89.2% | $189,758-95.1% | $94,015-90.1% |
| Participation rate | 69.4% | 68.9%+0.5pp | 79.8%-10.4pp | 70.8%-1.4pp |
| Annual return | 10.71% | 17.77%-7.1pp | 52.62%-41.9pp | 17.84%-7.1pp |
| Employer contribution / active EE | $1,318 | $2,819-53.3% | $4,767-72.4% | $2,790-52.8% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,665 | $6,627-59.8% | $20,388-86.9% | $8,951-70.2% |