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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 | $3,884 | $32,425-88.0% | $74,577-94.8% | $55,167-93.0% |
| Participation rate | 43.8% | 54.0%-10.3pp | 68.1%-24.4pp | 69.0%-25.2pp |
| Annual return | 3.07% | 10.63%-7.6pp | 20.47%-17.4pp | 169.23%-166.2pp |
| Employer contribution / active EE | $161 | $1,043-84.6% | $2,525-93.6% | $1,963-91.8% |
| Participant deferral / active EE | $381 | $1,995-80.9% | $3,458-89.0% | $3,054-87.5% |
| Admin fee / account holder | $625 | $748-16.6% | $4,138-84.9% | $504+23.9% |