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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 | $8,883 | $52,279-83.0% | $89,414-90.1% | $79,852-88.9% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 6.96% | 22.16%-15.2pp | 245.50%-238.5pp | 31.72%-24.8pp |
| Employer contribution / active EE | $952 | $1,572-39.4% | $2,586-63.2% | $2,471-61.5% |
| Participant deferral / active EE | $182 | $2,740-93.4% | $3,890-95.3% | $3,740-95.1% |
| Admin fee / account holder | $3,146 | $3,356-6.3% | $4,883-35.6% | $5,306-40.7% |