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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 | $15,306 | $88,672-82.7% | $105,223-85.5% | $82,448-81.4% |
| Participation rate | 18.5% | 67.9%-49.4pp | 75.0%-56.5pp | 68.1%-49.5pp |
| Annual return | 8.39% | 30.86%-22.5pp | 180.65%-172.3pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,430 | $4,036-64.6% | $5,072-71.8% | $4,139-65.5% |
| Admin fee / account holder | $5,259 | $7,146-26.4% | $8,859-40.6% | $7,234-27.3% |