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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 | $15,292 | $109,359-86.0% | $162,185-90.6% | $72,976-79.0% |
| Participation rate | 62.1% | 84.3%-22.2pp | 87.6%-25.5pp | 69.5%-7.4pp |
| Annual return | 16.20% | 25.46%-9.3pp | 115.61%-99.4pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,595 | $3,907-59.2% | $5,613-71.6% | $2,440-34.6% |
| Participant deferral / active EE | $2,045 | $5,481-62.7% | $7,297-72.0% | $3,608-43.3% |
| Admin fee / account holder | $955 | $7,972-88.0% | $10,844-91.2% | $5,124-81.4% |