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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 | $8,057 | $67,602-88.1% | $82,312-90.2% | $70,126-88.5% |
| Participation rate | 41.3% | 72.8%-31.5pp | 76.9%-35.6pp | 69.5%-28.3pp |
| Annual return | 7.42% | 21.57%-14.1pp | 25.88%-18.5pp | 73.15%-65.7pp |
| Employer contribution / active EE | $439 | $1,755-75.0% | $2,428-81.9% | $2,343-81.3% |
| Participant deferral / active EE | $439 | $2,987-85.3% | $3,706-88.2% | $3,332-86.8% |
| Admin fee / account holder | $3,813 | $4,512-15.5% | $5,608-32.0% | $4,645-17.9% |