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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 | $17,963 | $144,130-87.5% | $117,861-84.8% | $147,586-87.8% |
| Participation rate | 27.3% | 83.4%-56.1pp | 79.7%-52.4pp | 82.8%-55.6pp |
| Annual return | 7.43% | 531.20%-523.8pp | 335.11%-327.7pp | 578.59%-571.2pp |
| Employer contribution / active EE | $592 | $4,897-87.9% | $3,786-84.4% | $4,876-87.9% |
| Participant deferral / active EE | $1,608 | $5,316-69.8% | $4,482-64.1% | $5,439-70.4% |
| Admin fee / account holder | $3,871 | $10,887-64.4% | $8,021-51.7% | $10,886-64.4% |