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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 | $23,345 | $81,870-71.5% | $119,608-80.5% | $68,495-65.9% |
| Participation rate | 30.9% | 71.9%-41.0pp | 79.3%-48.4pp | 67.9%-37.0pp |
| Annual return | -25.03% | -23.82%-1.2pp | -14.98%-10.1pp | -7.84%-17.2pp |
| Employer contribution / active EE | $717 | $2,692-73.4% | $4,232-83.1% | $2,596-72.4% |
| Participant deferral / active EE | $1,480 | $4,148-64.3% | $5,601-73.6% | $4,028-63.2% |
| Admin fee / account holder | $1,372 | $6,583-79.2% | $10,326-86.7% | $5,403-74.6% |