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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 | $16,575 | $78,520-78.9% | $96,576-82.8% | $82,448-79.9% |
| Participation rate | 39.3% | 77.7%-38.4pp | 81.4%-42.1pp | 68.1%-28.7pp |
| Annual return | 14.50% | 41.30%-26.8pp | 38.47%-24.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $423 | $2,630-83.9% | $3,553-88.1% | $2,551-83.4% |
| Participant deferral / active EE | $659 | $6,754-90.2% | $7,956-91.7% | $4,139-84.1% |
| Admin fee / account holder | $1,230 | $13,455-90.9% | $11,381-89.2% | $7,234-83.0% |