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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 | $12,755 | $58,587-78.2% | $83,322-84.7% | $64,173-80.1% |
| Participation rate | 48.7% | 72.0%-23.3pp | 77.8%-29.0pp | 69.6%-20.9pp |
| Annual return | -13.80% | 9.65%-23.5pp | 10.64%-24.4pp | 7.63%-21.4pp |
| Employer contribution / active EE | $1,459 | $2,098-30.5% | $3,379-56.8% | $2,381-38.7% |
| Participant deferral / active EE | $216 | $4,654-95.4% | $5,565-96.1% | $3,470-93.8% |
| Admin fee / account holder | $659 | $9,279-92.9% | $7,540-91.3% | $4,887-86.5% |