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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 | $23,028 | $106,864-78.5% | $147,318-84.4% | $82,637-72.1% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 13.16% | 27.49%-14.3pp | 70.43%-57.3pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,173 | $6,496-66.5% | $7,906-72.5% | $4,126-47.3% |
| Admin fee / account holder | $5,650 | $8,415-32.9% | $13,708-58.8% | $7,339-23.0% |