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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 | $10,227 | $56,894-82.0% | $84,753-87.9% | $62,881-83.7% |
| Participation rate | 37.1% | 68.5%-31.4pp | 76.6%-39.5pp | 69.3%-32.2pp |
| Annual return | -0.29% | 6.30%-6.6pp | 22.78%-23.1pp | 20.14%-20.4pp |
| Employer contribution / active EE | $552 | $2,400-77.0% | $3,574-84.5% | $2,281-75.8% |
| Participant deferral / active EE | $599 | $2,709-77.9% | $3,712-83.9% | $3,203-81.3% |
| Admin fee / account holder | $518 | $3,581-85.5% | $5,333-90.3% | $4,296-88.0% |