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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 | $15,985 | $86,938-81.6% | $102,423-84.4% | $80,925-80.2% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 10.26% | 18.89%-8.6pp | 29.42%-19.2pp | 35.65%-25.4pp |
| Employer contribution / active EE | $982 | $2,369-58.5% | $3,023-67.5% | $2,756-64.4% |
| Participant deferral / active EE | $1,392 | $4,120-66.2% | $5,054-72.5% | $4,299-67.6% |
| Admin fee / account holder | $6,675 | $8,053-17.1% | $9,455-29.4% | $6,940-3.8% |