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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 | $4,115 | $96,731-95.7% | $123,973-96.7% | $86,983-95.3% |
| Participation rate | 65.5% | 70.0%-4.5pp | 76.7%-11.1pp | 69.5%-4.0pp |
| Annual return | 9.33% | 17.33%-8.0pp | 388.13%-378.8pp | 25.83%-16.5pp |
| Employer contribution / active EE | $1,247 | $3,297-62.2% | $4,126-69.8% | $2,584-51.7% |
| Participant deferral / active EE | $1,569 | $4,152-62.2% | $5,247-70.1% | $4,194-62.6% |
| Admin fee / account holder | $735 | $8,722-91.6% | $11,799-93.8% | $7,856-90.6% |