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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 | $11,469 | $64,705-82.3% | $62,929-81.8% | $67,986-83.1% |
| Participation rate | 61.3% | 65.6%-4.3pp | 73.1%-11.9pp | 57.2%+4.1pp |
| Annual return | 10.80% | 20.31%-9.5pp | 1063.93%-1053.1pp | 31.67%-20.9pp |
| Employer contribution / active EE | $1,038 | $2,376-56.3% | $2,505-58.6% | $2,019-48.6% |
| Participant deferral / active EE | $467 | $3,198-85.4% | $3,888-88.0% | $3,358-86.1% |
| Admin fee / account holder | $647 | $1,428-54.7% | $5,065-87.2% | $3,203-79.8% |