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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 | $8,674 | $85,766-89.9% | $136,298-93.6% | $70,126-87.6% |
| Participation rate | 67.6% | 74.2%-6.5pp | 81.9%-14.3pp | 69.5%-1.9pp |
| Annual return | 12.31% | 31.46%-19.1pp | 5156.27%-5144.0pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,098 | $2,966-63.0% | $4,696-76.6% | $2,343-53.1% |
| Participant deferral / active EE | $1,260 | $5,051-75.1% | $6,247-79.8% | $3,332-62.2% |
| Admin fee / account holder | $355 | $5,421-93.4% | $9,244-96.2% | $4,645-92.4% |