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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 | $29,106 | $101,795-71.4% | $165,100-82.4% | $80,959-64.0% |
| Participation rate | 59.6% | 71.8%-12.2pp | 78.6%-19.0pp | 67.7%-8.0pp |
| Annual return | 10.30% | 16.73%-6.4pp | 70.21%-59.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $400 | $2,954-86.4% | $4,348-90.8% | $2,757-85.5% |
| Participant deferral / active EE | $2,083 | $4,476-53.5% | $6,035-65.5% | $4,300-51.6% |
| Admin fee / account holder | $6,561 | $8,221-20.2% | $12,696-48.3% | $6,925-5.3% |