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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 | $6,208 | $61,125-89.8% | $94,057-93.4% | $87,485-92.9% |
| Participation rate | 51.5% | 64.1%-12.6pp | 73.3%-21.8pp | 68.9%-17.4pp |
| Annual return | 8.50% | 35.20%-26.7pp | 480.62%-472.1pp | 26.06%-17.6pp |
| Employer contribution / active EE | $361 | $2,136-83.1% | $2,933-87.7% | $2,596-86.1% |
| Participant deferral / active EE | $584 | $3,260-82.1% | $4,709-87.6% | $4,274-86.3% |
| Admin fee / account holder | $3,482 | $5,629-38.1% | $7,244-51.9% | $7,775-55.2% |