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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 | $8,521 | $57,312-85.1% | $86,617-90.2% | $75,181-88.7% |
| Participation rate | 61.6% | 63.2%-1.6pp | 71.7%-10.1pp | 67.2%-5.6pp |
| Annual return | 12.24% | 2672.78%-2660.5pp | 591.91%-579.7pp | 160.69%-148.4pp |
| Employer contribution / active EE | $1,098 | $2,315-52.6% | $3,023-63.7% | $2,671-58.9% |
| Participant deferral / active EE | $816 | $3,319-75.4% | $4,437-81.6% | $4,126-80.2% |
| Admin fee / account holder | $1,249 | $4,114-69.6% | $5,613-77.7% | $5,650-77.9% |