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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 | $25,614 | $168,635-84.8% | $147,617-82.6% | $125,389-79.6% |
| Participation rate | 35.3% | 88.8%-53.5pp | 84.6%-49.3pp | 83.2%-47.9pp |
| Annual return | -5.02% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.3pp |
| Employer contribution / active EE | $919 | $6,252-85.3% | $5,564-83.5% | $4,866-81.1% |
| Participant deferral / active EE | $2,698 | $5,507-51.0% | $4,895-44.9% | $5,352-49.6% |
| Admin fee / account holder | $3,449 | $13,580-74.6% | $11,612-70.3% | $9,541-63.8% |