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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 | $17,004 | $202,345-91.6% | $172,755-90.2% | $152,885-88.9% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 10.96% | 1029.77%-1018.8pp | 802.94%-792.0pp | 345.39%-334.4pp |
| Employer contribution / active EE | $377 | $5,858-93.6% | $5,144-92.7% | $4,763-92.1% |
| Participant deferral / active EE | $3,850 | $5,948-35.3% | $5,198-25.9% | $5,851-34.2% |
| Admin fee / account holder | $689 | $17,111-96.0% | $13,955-95.1% | $11,598-94.1% |