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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 | $14,736 | $90,170-83.7% | $150,734-90.2% | $69,733-78.9% |
| Participation rate | 44.4% | 60.2%-15.9pp | 78.4%-34.1pp | 62.5%-18.1pp |
| Annual return | 4.75% | 16.56%-11.8pp | 600.81%-596.1pp | 15.22%-10.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $4,918-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,954 | $3,086-36.7% | $5,610-65.2% | $3,054-36.0% |
| Admin fee / account holder | $1,016 | $4,600-77.9% | $14,905-93.2% | $3,102-67.2% |