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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 | $6,218 | $47,944-87.0% | $67,834-90.8% | $62,881-90.1% |
| Participation rate | 31.4% | 61.1%-29.7pp | 68.8%-37.4pp | 69.3%-37.9pp |
| Annual return | 2.51% | 11.77%-9.3pp | 138.47%-136.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $263 | $1,562-83.2% | $2,403-89.1% | $2,281-88.5% |
| Participant deferral / active EE | $607 | $2,247-73.0% | $3,160-80.8% | $3,203-81.0% |
| Admin fee / account holder | $1,128 | $3,712-69.6% | $4,622-75.6% | $4,296-73.7% |