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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 | $13,394 | $52,911-74.7% | $73,309-81.7% | $59,633-77.5% |
| Participation rate | 58.2% | 68.2%-10.0pp | 74.9%-16.7pp | 68.7%-10.5pp |
| Annual return | -8.05% | 12.20%-20.2pp | 5.67%-13.7pp | 2041.45%-2049.5pp |
| Employer contribution / active EE | $640 | $1,909-66.5% | $3,237-80.2% | $2,203-70.9% |
| Participant deferral / active EE | $1,528 | $4,069-62.5% | $4,991-69.4% | $3,192-52.1% |
| Admin fee / account holder | $1,342 | $3,835-65.0% | $5,635-76.2% | $4,297-68.8% |