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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 | $21,814 | $168,635-87.1% | $147,617-85.2% | $125,389-82.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -7.06% | 77.65%-84.7pp | 61.98%-69.0pp | 282.24%-289.3pp |
| Employer contribution / active EE | $753 | $6,252-88.0% | $5,564-86.5% | $4,866-84.5% |
| Participant deferral / active EE | $4,789 | $5,507-13.0% | $4,895-2.2% | $5,352-10.5% |
| Admin fee / account holder | $766 | $13,580-94.4% | $11,612-93.4% | $9,541-92.0% |