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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 | $17,935 | $95,453-81.2% | $112,040-84.0% | $82,448-78.2% |
| Participation rate | 47.3% | 72.8%-25.5pp | 76.5%-29.2pp | 68.1%-20.8pp |
| Annual return | 10.65% | 23.92%-13.3pp | 24.52%-13.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $940 | $2,318-59.5% | $2,954-68.2% | $2,551-63.2% |
| Participant deferral / active EE | $1,371 | $4,224-67.6% | $5,098-73.1% | $4,139-66.9% |
| Admin fee / account holder | $1,472 | $9,013-83.7% | $12,098-87.8% | $7,234-79.6% |