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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 | $17,186 | $76,551-77.5% | $123,894-86.1% | $62,881-72.7% |
| Participation rate | 69.1% | 73.0%-3.9pp | 81.4%-12.3pp | 69.3%-0.2pp |
| Annual return | 5.03% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $696 | $2,882-75.9% | $4,617-84.9% | $2,281-69.5% |
| Participant deferral / active EE | $1,607 | $4,840-66.8% | $5,984-73.1% | $3,203-49.8% |
| Admin fee / account holder | $1,215 | $4,826-74.8% | $8,357-85.5% | $4,296-71.7% |