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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 | $2,405 | $87,166-97.2% | $76,735-96.9% | $137,256-98.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 10.24% | 26.50%-16.3pp | 29.77%-19.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $728 | $2,904-74.9% | $2,454-70.3% | $4,156-82.5% |
| Participant deferral / active EE | $846 | $4,726-82.1% | $4,088-79.3% | $6,407-86.8% |
| Admin fee / account holder | $128,212 | $8,403+1425.8% | $7,189+1683.4% | $12,270+944.9% |