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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 | $16,272 | $64,359-74.7% | $90,161-82.0% | $70,126-76.8% |
| Participation rate | 43.2% | 70.4%-27.2pp | 76.9%-33.6pp | 69.5%-26.3pp |
| Annual return | 12.10% | 28.13%-16.0pp | 34.89%-22.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,073 | $4,389-75.6% | $5,287-79.7% | $3,332-67.8% |
| Admin fee / account holder | $4,883 | $3,945+23.8% | $5,943-17.8% | $4,645+5.1% |