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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 | $18,492 | $104,098-82.2% | $140,514-86.8% | $94,015-80.3% |
| Participation rate | 59.5% | 73.7%-14.2pp | 77.8%-18.3pp | 70.8%-11.4pp |
| Annual return | 8.70% | 15.14%-6.4pp | 14.36%-5.7pp | 17.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,005 | $4,033-75.1% | $4,919-79.6% | $4,249-76.3% |
| Admin fee / account holder | $6,165 | $10,439-40.9% | $13,697-55.0% | $8,951-31.1% |