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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 | $11,973 | $72,177-83.4% | $115,038-89.6% | $59,633-79.9% |
| Participation rate | 37.5% | 72.6%-35.1pp | 81.4%-43.9pp | 68.7%-31.2pp |
| Annual return | -4.46% | 12.02%-16.5pp | 26.14%-30.6pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $771 | $2,841-72.9% | $4,608-83.3% | $2,203-65.0% |
| Participant deferral / active EE | $1,962 | $4,783-59.0% | $6,026-67.4% | $3,192-38.5% |
| Admin fee / account holder | $574 | $4,927-88.3% | $8,175-93.0% | $4,297-86.6% |