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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 | $18,726 | $117,846-84.1% | $102,434-81.7% | $145,884-87.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | -25.40% | 31.90%-57.3pp | 29.46%-54.9pp | 551.85%-577.3pp |
| Employer contribution / active EE | $632 | $3,615-82.5% | $3,023-79.1% | $4,662-86.5% |
| Participant deferral / active EE | $6,317 | $5,733+10.2% | $5,055+25.0% | $6,690-5.6% |
| Admin fee / account holder | $6,538 | $13,356-51.0% | $9,462-30.9% | $13,392-51.2% |