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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 | $16,895 | $165,381-89.8% | $149,730-88.7% | $158,966-89.4% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 1.09% | 348.29%-347.2pp | 276.70%-275.6pp | 302.95%-301.9pp |
| Employer contribution / active EE | $276 | $5,104-94.6% | $4,645-94.1% | $4,762-94.2% |
| Participant deferral / active EE | $2,749 | $7,182-61.7% | $6,843-59.8% | $5,983-54.0% |
| Admin fee / account holder | $14,411 | $10,809+33.3% | $9,310+54.8% | $11,250+28.1% |