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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 | $36,996 | $137,414-73.1% | $189,520-80.5% | $85,856-56.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 87.8%-37.8pp | 69.3%-19.3pp |
| Annual return | 7.80% | 38.14%-30.3pp | 555.25%-547.4pp | 318.58%-310.8pp |
| Employer contribution / active EE | $816 | $4,344-81.2% | $6,161-86.8% | $2,565-68.2% |
| Participant deferral / active EE | $3,435 | $6,260-45.1% | $8,220-58.2% | $3,952-13.1% |
| Admin fee / account holder | $2,024 | $8,630-76.6% | $12,046-83.2% | $6,261-67.7% |