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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 | $20,238 | $98,776-79.5% | $149,745-86.5% | $79,856-74.7% |
| Participation rate | 31.6% | 75.8%-44.2pp | 82.5%-50.9pp | 69.6%-38.1pp |
| Annual return | 1.97% | 27.38%-25.4pp | 276.72%-274.8pp | 31.71%-29.7pp |
| Employer contribution / active EE | $713 | $3,217-77.8% | $4,646-84.6% | $2,471-71.1% |
| Participant deferral / active EE | $1,366 | $5,681-76.0% | $6,843-80.0% | $3,741-63.5% |
| Admin fee / account holder | $5,891 | $6,053-2.7% | $9,312-36.7% | $5,306+11.0% |