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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 | $19,994 | $202,342-90.1% | $172,753-88.4% | $152,909-86.9% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 2.66% | 1029.88%-1027.2pp | 803.00%-800.3pp | 345.46%-342.8pp |
| Employer contribution / active EE | $993 | $5,857-83.0% | $5,144-80.7% | $4,764-79.2% |
| Participant deferral / active EE | $2,603 | $5,948-56.2% | $5,198-49.9% | $5,851-55.5% |
| Admin fee / account holder | $2,294 | $17,112-86.6% | $13,956-83.6% | $11,601-80.2% |