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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 | $23,994 | $80,992-70.4% | $96,534-75.1% | $75,173-68.1% |
| Participation rate | 62.5% | 71.8%-9.3pp | 76.0%-13.5pp | 67.2%-4.7pp |
| Annual return | 11.13% | 27.05%-15.9pp | 25.88%-14.8pp | 160.72%-149.6pp |
| Employer contribution / active EE | $383 | $2,283-83.2% | $2,965-87.1% | $2,671-85.7% |
| Participant deferral / active EE | $1,905 | $3,929-51.5% | $4,851-60.7% | $4,126-53.8% |
| Admin fee / account holder | $8,332 | $6,717+24.0% | $8,253+1.0% | $5,651+47.5% |