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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 | $2,028 | $124,330-98.4% | $109,173-98.1% | $167,536-98.8% |
| Participation rate | 53.3% | 79.5%-26.1pp | 75.9%-22.5pp | 82.1%-28.8pp |
| Annual return | 4.90% | 26.04%-21.1pp | 25.75%-20.9pp | 478.82%-473.9pp |
| Employer contribution / active EE | $929 | $4,209-77.9% | $3,723-75.1% | $4,839-80.8% |
| Participant deferral / active EE | $209 | $5,256-96.0% | $4,654-95.5% | $6,342-96.7% |
| Admin fee / account holder | $619 | $7,974-92.2% | $6,755-90.8% | $12,315-95.0% |