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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 | $11,144 | $102,422-89.1% | $147,117-92.4% | $80,959-86.2% |
| Participation rate | 35.7% | 75.9%-40.2pp | 82.2%-46.5pp | 67.7%-32.0pp |
| Annual return | 9.88% | 135.16%-125.3pp | 420.54%-410.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $886 | $3,717-76.2% | $4,932-82.0% | $2,757-67.9% |
| Participant deferral / active EE | $1,220 | $6,652-81.7% | $8,065-84.9% | $4,300-71.6% |
| Admin fee / account holder | $1,150 | $7,953-85.5% | $12,993-91.1% | $6,925-83.4% |