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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 | $12,614 | $48,364-73.9% | $71,796-82.4% | $62,881-79.9% |
| Participation rate | 24.1% | 60.6%-36.5pp | 69.1%-45.0pp | 69.3%-45.2pp |
| Annual return | 1.14% | 13.16%-12.0pp | 78.04%-76.9pp | 20.14%-19.0pp |
| Employer contribution / active EE | $293 | $1,042-71.9% | $1,924-84.8% | $2,281-87.2% |
| Participant deferral / active EE | $569 | $2,091-72.8% | $2,794-79.7% | $3,203-82.3% |
| Admin fee / account holder | $19,165 | $3,771+408.2% | $4,815+298.0% | $4,296+346.1% |