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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 | $9,595 | $77,817-87.7% | $123,553-92.2% | $64,173-85.0% |
| Participation rate | 36.8% | 74.7%-37.9pp | 82.3%-45.5pp | 69.6%-32.7pp |
| Annual return | -11.12% | 12.49%-23.6pp | 119.21%-130.3pp | 7.63%-18.8pp |
| Employer contribution / active EE | $575 | $3,014-80.9% | $4,628-87.6% | $2,381-75.8% |
| Participant deferral / active EE | $1,208 | $5,240-76.9% | $6,426-81.2% | $3,470-65.2% |
| Admin fee / account holder | $1,191 | $5,519-78.4% | $9,284-87.2% | $4,887-75.6% |