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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 | $14,736 | $135,956-89.2% | $123,894-88.1% | $273,972-94.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -4.60% | 56.63%-61.2pp | 47.52%-52.1pp | 41.46%-46.1pp |
| Employer contribution / active EE | $1,033 | $5,170-80.0% | $4,617-77.6% | $4,869-78.8% |
| Participant deferral / active EE | $1,678 | $6,343-73.5% | $5,984-72.0% | $5,287-68.3% |
| Admin fee / account holder | $1,189 | $9,817-87.9% | $8,357-85.8% | $10,133-88.3% |