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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 | $6,098 | $183,539-96.7% | $155,556-96.1% | $145,897-95.8% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 3.52% | 61.31%-57.8pp | 64.84%-61.3pp | 552.29%-548.8pp |
| Employer contribution / active EE | $380 | $5,315-92.9% | $4,675-91.9% | $4,663-91.9% |
| Participant deferral / active EE | $3,929 | $6,467-39.2% | $5,631-30.2% | $6,689-41.3% |
| Admin fee / account holder | $31,865 | $19,275+65.3% | $15,885+100.6% | $13,390+138.0% |