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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 | $23,184 | $78,423-70.4% | $95,964-75.8% | $79,856-71.0% |
| Participation rate | 50.9% | 73.5%-22.6pp | 77.1%-26.2pp | 69.6%-18.7pp |
| Annual return | 4.28% | 19.37%-15.1pp | 91.64%-87.4pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $879 | $3,440-74.5% | $4,167-78.9% | $3,741-76.5% |
| Admin fee / account holder | $9,965 | $5,622+77.3% | $6,797+46.6% | $5,306+87.8% |