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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 | $7,706 | $46,599-83.5% | $64,101-88.0% | $75,173-89.7% |
| Participation rate | 49.1% | 65.9%-16.8pp | 72.3%-23.2pp | 67.2%-18.1pp |
| Annual return | -3.37% | 26.06%-29.4pp | 33.72%-37.1pp | 160.72%-164.1pp |
| Employer contribution / active EE | $740 | $1,975-62.6% | $2,749-73.1% | $2,671-72.3% |
| Participant deferral / active EE | $753 | $2,837-73.4% | $3,881-80.6% | $4,126-81.7% |
| Admin fee / account holder | $1,245 | $2,956-57.9% | $3,070-59.4% | $5,651-78.0% |