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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 | $25,936 | $78,707-67.0% | $117,861-78.0% | $70,126-63.0% |
| Participation rate | 40.6% | 73.2%-32.6pp | 79.7%-39.0pp | 69.5%-28.9pp |
| Annual return | 8.70% | 23.30%-14.6pp | 335.11%-326.4pp | 73.15%-64.5pp |
| Employer contribution / active EE | -$37 | $2,223-101.7% | $3,786-101.0% | $2,343-101.6% |
| Participant deferral / active EE | $1,589 | $3,297-51.8% | $4,482-64.5% | $3,332-52.3% |
| Admin fee / account holder | $9,571 | $5,066+88.9% | $8,021+19.3% | $4,645+106.0% |