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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 | $13,153 | $83,061-84.2% | $126,068-89.6% | $94,015-86.0% |
| Participation rate | 41.2% | 81.2%-40.0pp | 84.7%-43.5pp | 70.8%-29.6pp |
| Annual return | 5.77% | 20.41%-14.6pp | 15.01%-9.2pp | 17.84%-12.1pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,492 | $7,042-78.8% | $8,214-81.8% | $4,249-64.9% |
| Admin fee / account holder | $3,778 | $7,208-47.6% | $18,264-79.3% | $8,951-57.8% |