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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 | $8,023 | $62,583-87.2% | $76,767-89.5% | $64,173-87.5% |
| Participation rate | 26.9% | 72.8%-45.9pp | 77.0%-50.0pp | 69.6%-42.6pp |
| Annual return | -17.18% | -1.95%-15.2pp | 2.43%-19.6pp | 7.63%-24.8pp |
| Employer contribution / active EE | $590 | $1,832-67.8% | $2,485-76.3% | $2,381-75.2% |
| Participant deferral / active EE | $1,391 | $3,145-55.8% | $3,852-63.9% | $3,470-59.9% |
| Admin fee / account holder | $526 | $4,667-88.7% | $6,675-92.1% | $4,887-89.2% |