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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 | $18,100 | $71,197-74.6% | $93,669-80.7% | $80,925-77.6% |
| Participation rate | 18.2% | 60.4%-42.2pp | 68.7%-50.5pp | 67.7%-49.5pp |
| Annual return | 8.12% | 11.27%-3.1pp | 133.59%-125.5pp | 35.65%-27.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $337 | $4,036-91.6% | $4,416-92.4% | $4,299-92.2% |
| Admin fee / account holder | $760 | $6,959-89.1% | $8,291-90.8% | $6,940-89.0% |