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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 | $16,655 | $81,446-79.6% | $103,374-83.9% | $80,874-79.4% |
| Participation rate | 65.3% | 66.9%-1.5pp | 74.5%-9.2pp | 67.6%-2.3pp |
| Annual return | -6.55% | 25.57%-32.1pp | 24.89%-31.4pp | 35.62%-42.2pp |
| Employer contribution / active EE | $14,388 | $3,107+363.1% | $3,869+271.8% | $2,756+422.1% |
| Participant deferral / active EE | $1,281 | $3,870-66.9% | $5,058-74.7% | $4,297-70.2% |
| Admin fee / account holder | $11,811 | $6,715+75.9% | $8,394+40.7% | $6,935+70.3% |