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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 | $10,190 | $183,516-94.4% | $155,534-93.4% | $145,884-93.0% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 7.71% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $563 | $5,315-89.4% | $4,675-87.9% | $4,662-87.9% |
| Participant deferral / active EE | $2,014 | $6,467-68.9% | $5,630-64.2% | $6,690-69.9% |
| Admin fee / account holder | $6,271 | $19,293-67.5% | $15,900-60.6% | $13,392-53.2% |