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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 | $10,750 | $53,128-79.8% | $86,582-87.6% | $70,126-84.7% |
| Participation rate | 34.4% | 65.3%-30.9pp | 73.5%-39.2pp | 69.5%-35.2pp |
| Annual return | 12.28% | 27.66%-15.4pp | 965.08%-952.8pp | 73.15%-60.9pp |
| Employer contribution / active EE | $782 | $2,068-62.2% | $2,839-72.5% | $2,343-66.6% |
| Participant deferral / active EE | $425 | $2,695-84.2% | $3,609-88.2% | $3,332-87.2% |
| Admin fee / account holder | $3,387 | $3,584-5.5% | $4,904-30.9% | $4,645-27.1% |