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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 | $16,436 | $282,059-94.2% | $213,469-92.3% | $154,746-89.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 5.95% | 20.90%-15.0pp | 20.58%-14.6pp | 172.34%-166.4pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,230 | $8,186-72.8% | $6,841-67.4% | $6,730-66.9% |
| Admin fee / account holder | $119,070 | $37,435+218.1% | $27,141+338.7% | $14,365+728.9% |