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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 | $15,615 | $65,566-76.2% | $86,235-81.9% | $75,177-79.2% |
| Participation rate | 19.6% | 60.5%-40.8pp | 69.0%-49.3pp | 67.2%-47.6pp |
| Annual return | 12.14% | 46.07%-33.9pp | 1170.03%-1157.9pp | 160.75%-148.6pp |
| Employer contribution / active EE | $283 | $1,553-81.8% | $2,381-88.1% | $2,671-89.4% |
| Participant deferral / active EE | $1,246 | $3,023-58.8% | $3,987-68.7% | $4,126-69.8% |
| Admin fee / account holder | $334 | $5,470-93.9% | $6,856-95.1% | $5,651-94.1% |