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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 | $11,992 | $141,004-91.5% | $112,273-89.3% | $139,456-91.4% |
| Participation rate | 28.6% | 79.2%-50.6pp | 72.4%-43.9pp | 80.3%-51.8pp |
| Annual return | 6.09% | 32.75%-26.7pp | 30.23%-24.1pp | 373.45%-367.4pp |
| Employer contribution / active EE | $467 | $4,285-89.1% | $3,431-86.4% | $4,753-90.2% |
| Participant deferral / active EE | $1,965 | $5,878-66.6% | $4,800-59.1% | $6,711-70.7% |
| Admin fee / account holder | $1,003 | $9,959-89.9% | $7,752-87.1% | $11,407-91.2% |