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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 | $21,298 | $76,564-72.2% | $105,582-79.8% | $94,015-77.3% |
| Participation rate | 45.0% | 65.2%-20.2pp | 71.8%-26.8pp | 70.8%-25.8pp |
| Annual return | 10.23% | 20.69%-10.5pp | 18.61%-8.4pp | 17.84%-7.6pp |
| Employer contribution / active EE | $1,155 | $1,995-42.1% | $2,984-61.3% | $2,790-58.6% |
| Participant deferral / active EE | $1,205 | $3,320-63.7% | $4,353-72.3% | $4,249-71.6% |
| Admin fee / account holder | $5,452 | $7,129-23.5% | $12,856-57.6% | $8,951-39.1% |