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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 | $20,438 | $102,382-80.0% | $147,005-86.1% | $80,874-74.7% |
| Participation rate | 42.9% | 75.8%-33.0pp | 82.2%-39.3pp | 67.6%-24.8pp |
| Annual return | 10.72% | 134.89%-124.2pp | 418.76%-408.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,618 | $6,646-45.6% | $8,070-55.2% | $4,297-15.8% |
| Admin fee / account holder | $10,687 | $7,942+34.6% | $13,006-17.8% | $6,935+54.1% |