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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 | $26,098 | $80,983-67.8% | $96,544-73.0% | $75,177-65.3% |
| Participation rate | 68.6% | 71.8%-3.2pp | 76.0%-7.4pp | 67.2%+1.4pp |
| Annual return | 10.47% | 27.05%-16.6pp | 25.88%-15.4pp | 160.75%-150.3pp |
| Employer contribution / active EE | $257 | $2,282-88.8% | $2,966-91.3% | $2,671-90.4% |
| Participant deferral / active EE | $2,631 | $3,929-33.0% | $4,851-45.8% | $4,126-36.2% |
| Admin fee / account holder | $757 | $6,717-88.7% | $8,254-90.8% | $5,651-86.6% |