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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 | $11,066 | $72,388-84.7% | $111,392-90.1% | $64,173-82.8% |
| Participation rate | 31.0% | 70.5%-39.5pp | 78.9%-47.8pp | 69.6%-38.5pp |
| Annual return | -15.18% | -1.50%-13.7pp | -2.06%-13.1pp | 7.63%-22.8pp |
| Employer contribution / active EE | $1,129 | $3,000-62.4% | $4,328-73.9% | $2,381-52.6% |
| Participant deferral / active EE | $1,286 | $4,241-69.7% | $5,567-76.9% | $3,470-62.9% |
| Admin fee / account holder | $1,508 | $5,719-73.6% | $12,266-87.7% | $4,887-69.1% |