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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 | $16,409 | $110,212-85.1% | $96,534-83.0% | $139,466-88.2% |
| Participation rate | 28.6% | 78.1%-49.5pp | 76.0%-47.4pp | 80.3%-51.8pp |
| Annual return | 4.91% | 26.42%-21.5pp | 25.88%-21.0pp | 373.66%-368.8pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,228 | $5,547-23.8% | $4,851-12.8% | $6,712-37.0% |
| Admin fee / account holder | $32,240 | $11,599+178.0% | $8,253+290.6% | $11,409+182.6% |