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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 | $13,192 | $106,524-87.6% | $152,301-91.3% | $87,485-84.9% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.4%-36.1pp | 68.9%-22.6pp |
| Annual return | 11.68% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $590 | $3,371-82.5% | $4,624-87.2% | $2,596-77.3% |
| Participant deferral / active EE | $1,967 | $6,525-69.9% | $8,004-75.4% | $4,274-54.0% |
| Admin fee / account holder | $992 | $8,287-88.0% | $14,398-93.1% | $7,775-87.2% |