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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 | $34,113 | $146,267-76.7% | $197,124-82.7% | $82,448-58.6% |
| Participation rate | 48.1% | 84.0%-35.9pp | 86.7%-38.6pp | 68.1%-20.0pp |
| Annual return | 11.06% | 29.61%-18.6pp | 44.34%-33.3pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $962 | $7,035-86.3% | $9,135-89.5% | $4,139-76.7% |
| Admin fee / account holder | $4,096 | $14,422-71.6% | $16,298-74.9% | $7,234-43.4% |