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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 | $7,460 | $77,901-90.4% | $149,717-95.0% | $75,181-90.1% |
| Participation rate | 18.6% | 65.6%-47.0pp | 78.8%-60.2pp | 67.2%-48.6pp |
| Annual return | 12.81% | 31.73%-18.9pp | 134.41%-121.6pp | 160.69%-147.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $474 | $3,411-86.1% | $5,682-91.7% | $4,126-88.5% |
| Admin fee / account holder | $3,578 | $5,949-39.9% | $13,213-72.9% | $5,650-36.7% |