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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 | $34,479 | $143,969-76.1% | $199,883-82.8% | $82,637-58.3% |
| Participation rate | 62.2% | 84.1%-21.9pp | 86.8%-24.5pp | 68.1%-5.8pp |
| Annual return | 12.36% | 25.67%-13.3pp | 43.81%-31.4pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,431 | $6,937-21.7% | $9,138-40.6% | $4,126+31.6% |
| Admin fee / account holder | $4,633 | $14,597-68.3% | $17,268-73.2% | $7,339-36.9% |