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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 | $23,698 | $102,385-76.9% | $147,080-83.9% | $80,935-70.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 10.28% | 135.09%-124.8pp | 420.17%-409.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $976 | $3,717-73.7% | $4,933-80.2% | $2,757-64.6% |
| Participant deferral / active EE | $1,980 | $6,651-70.2% | $8,066-75.5% | $4,299-53.9% |
| Admin fee / account holder | $1,119 | $7,951-85.9% | $12,989-91.4% | $6,924-83.8% |