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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 | $5,248 | $217,432-97.6% | $185,849-97.2% | $167,536-96.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 8.32% | 148.42%-140.1pp | 122.10%-113.8pp | 478.82%-470.5pp |
| Employer contribution / active EE | $1,288 | $5,875-78.1% | $5,169-75.1% | $4,839-73.4% |
| Participant deferral / active EE | $646 | $6,357-89.8% | $5,569-88.4% | $6,342-89.8% |
| Admin fee / account holder | $1,040 | $19,818-94.8% | $16,244-93.6% | $12,315-91.6% |