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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 | $30,105 | $84,936-64.6% | $111,303-73.0% | $79,393-62.1% |
| Participation rate | 39.0% | 75.9%-36.9pp | 77.3%-38.3pp | 70.7%-31.7pp |
| Annual return | 9.48% | 17.45%-8.0pp | 54.66%-45.2pp | 116.87%-107.4pp |
| Employer contribution / active EE | $211 | $1,979-89.3% | $2,731-92.3% | $2,428-91.3% |
| Participant deferral / active EE | $2,103 | $3,888-45.9% | $4,487-53.1% | $4,046-48.0% |
| Admin fee / account holder | $2,110 | $537+292.9% | $7,966-73.5% | $627+236.9% |