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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 | $6,850 | $148,582-95.4% | $135,942-95.0% | $139,456-95.1% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 11.26% | 79.26%-68.0pp | 68.28%-57.0pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,466 | $5,245-72.1% | $4,858-69.8% | $4,753-69.2% |
| Participant deferral / active EE | $1,576 | $8,101-80.5% | $7,759-79.7% | $6,711-76.5% |
| Admin fee / account holder | $53,438 | $12,402+330.9% | $10,764+396.5% | $11,407+368.5% |