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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 | $24,429 | $197,637-87.6% | $177,848-86.3% | $158,982-84.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 5.94% | 58.77%-52.8pp | 48.33%-42.4pp | 302.99%-297.1pp |
| Employer contribution / active EE | $929 | $6,698-86.1% | $5,919-84.3% | $4,763-80.5% |
| Participant deferral / active EE | $6,152 | $8,405-26.8% | $7,714-20.2% | $5,983+2.8% |
| Admin fee / account holder | $27,447 | $15,406+78.2% | $12,431+120.8% | $11,252+143.9% |