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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 | $183,592-96.7% | $155,574-96.1% | $145,877-95.8% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 3.52% | 61.37%-57.9pp | 64.87%-61.3pp | 551.28%-547.8pp |
| Employer contribution / active EE | $380 | $5,317-92.9% | $4,676-91.9% | $4,663-91.9% |
| Participant deferral / active EE | $3,929 | $6,466-39.2% | $5,629-30.2% | $6,691-41.3% |
| Admin fee / account holder | $31,865 | $19,316+65.0% | $15,914+100.2% | $13,402+137.8% |