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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 | $6,329 | $61,356-89.7% | $149,696-95.8% | $71,511-91.1% |
| Participation rate | 51.0% | 62.5%-11.5pp | 78.8%-27.8pp | 67.9%-17.0pp |
| Annual return | 9.36% | 35.86%-26.5pp | 134.46%-125.1pp | 28.86%-19.5pp |
| Employer contribution / active EE | $391 | $2,382-83.6% | $4,821-91.9% | $2,589-84.9% |
| Participant deferral / active EE | $632 | $2,920-78.3% | $5,682-88.9% | $4,291-85.3% |
| Admin fee / account holder | $5,146 | $1,263+307.3% | $13,212-61.1% | $1,588+223.9% |