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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 | $2,435 | $102,245-97.6% | $89,340-97.3% | $137,256-98.2% |
| Participation rate | 30.8% | 74.9%-44.1pp | 69.6%-38.8pp | 80.0%-49.2pp |
| Annual return | 5.15% | 21.89%-16.7pp | 20.57%-15.4pp | 220.34%-215.2pp |
| Employer contribution / active EE | $243 | $2,529-90.4% | $2,231-89.1% | $4,156-94.2% |
| Participant deferral / active EE | $287 | $4,436-93.5% | $3,823-92.5% | $6,407-95.5% |
| Admin fee / account holder | $2,733 | $8,085-66.2% | $6,704-59.2% | $12,270-77.7% |