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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 | $13,165 | $71,873-81.7% | $86,698-84.8% | $68,490-80.8% |
| Participation rate | 40.7% | 72.2%-31.5pp | 76.6%-35.8pp | 67.9%-27.2pp |
| Annual return | -36.83% | 3.54%-40.4pp | 35.96%-72.8pp | -7.85%-29.0pp |
| Employer contribution / active EE | $508 | $2,173-76.6% | $2,837-82.1% | $2,597-80.4% |
| Participant deferral / active EE | $1,912 | $3,779-49.4% | $4,656-58.9% | $4,028-52.5% |
| Admin fee / account holder | $1,234 | $6,110-79.8% | $7,492-83.5% | $5,403-77.2% |