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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 | $9,037 | $77,817-88.4% | $123,553-92.7% | $64,173-85.9% |
| Participation rate | 34.9% | 74.7%-39.8pp | 82.3%-47.4pp | 69.6%-34.6pp |
| Annual return | -10.24% | 12.49%-22.7pp | 119.21%-129.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $702 | $3,014-76.7% | $4,628-84.8% | $2,381-70.5% |
| Participant deferral / active EE | $962 | $5,240-81.6% | $6,426-85.0% | $3,470-72.3% |
| Admin fee / account holder | $1,331 | $5,519-75.9% | $9,284-85.7% | $4,887-72.8% |