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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 | $14,456 | $59,186-75.6% | $76,768-81.2% | $56,287-74.3% |
| Participation rate | 37.2% | 75.2%-38.1pp | 77.0%-39.8pp | 69.9%-32.7pp |
| Annual return | -7.43% | 6.62%-14.0pp | 2.43%-9.9pp | -9.96%+2.5pp |
| Employer contribution / active EE | $503 | $1,759-71.4% | $2,485-79.8% | $2,111-76.2% |
| Participant deferral / active EE | $1,133 | $3,255-65.2% | $3,852-70.6% | $3,350-66.2% |
| Admin fee / account holder | $719 | $489+47.1% | $6,675-89.2% | $521+38.1% |