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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 | $22,323 | $94,529-76.4% | $140,019-84.1% | $64,173-65.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 87.5%-20.8pp | 69.6%-2.9pp |
| Annual return | -7.36% | 7.77%-15.1pp | 651.17%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $658 | $3,812-82.7% | $5,605-88.3% | $2,381-72.4% |
| Participant deferral / active EE | $5,144 | $5,250-2.0% | $6,927-25.7% | $3,470+48.3% |
| Admin fee / account holder | $9,081 | $6,741+34.7% | $10,705-15.2% | $4,887+85.8% |