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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 | $21,958 | $87,834-75.0% | $133,975-83.6% | $62,881-65.1% |
| Participation rate | 35.6% | 83.4%-47.8pp | 87.1%-51.5pp | 69.3%-33.7pp |
| Annual return | 4.50% | 12.05%-7.5pp | 29.29%-24.8pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $995 | $4,812-79.3% | $6,282-84.2% | $3,203-68.9% |
| Admin fee / account holder | $2,385 | $5,372-55.6% | $9,324-74.4% | $4,296-44.5% |