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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 | $11,889 | $70,486-83.1% | $100,528-88.2% | $79,852-85.1% |
| Participation rate | 51.3% | 73.6%-22.4pp | 79.4%-28.1pp | 69.6%-18.4pp |
| Annual return | 6.62% | 21.90%-15.3pp | 30.90%-24.3pp | 31.72%-25.1pp |
| Employer contribution / active EE | $774 | $2,165-64.2% | $3,419-77.4% | $2,471-68.7% |
| Participant deferral / active EE | $1,008 | $5,182-80.5% | $6,271-83.9% | $3,740-73.0% |
| Admin fee / account holder | $6,407 | $4,480+43.0% | $8,084-20.7% | $5,306+20.7% |