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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 | $11,528 | $54,757-78.9% | $90,300-87.2% | $72,983-84.2% |
| Participation rate | 52.0% | 65.1%-13.1pp | 73.3%-21.3pp | 69.5%-17.5pp |
| Annual return | 5.50% | 30.63%-25.1pp | 78.11%-72.6pp | 81.01%-75.5pp |
| Employer contribution / active EE | $629 | $2,092-69.9% | $2,854-78.0% | $2,440-74.2% |
| Participant deferral / active EE | $692 | $2,887-76.0% | $3,884-82.2% | $3,608-80.8% |
| Admin fee / account holder | $910 | $3,972-77.1% | $5,353-83.0% | $5,124-82.2% |