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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,701 | $202,342-86.3% | $172,753-84.0% | $152,909-81.9% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 2.00% | 1029.88%-1027.9pp | 803.00%-801.0pp | 345.46%-343.5pp |
| Employer contribution / active EE | $986 | $5,857-83.2% | $5,144-80.8% | $4,764-79.3% |
| Participant deferral / active EE | $2,121 | $5,948-64.3% | $5,198-59.2% | $5,851-63.8% |
| Admin fee / account holder | $1,292 | $17,112-92.4% | $13,956-90.7% | $11,601-88.9% |