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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 | $7,199 | $60,349-88.1% | $74,184-90.3% | $62,881-88.6% |
| Participation rate | 34.5% | 72.7%-38.2pp | 76.6%-42.1pp | 69.3%-34.8pp |
| Annual return | 4.08% | 21.38%-17.3pp | 17.74%-13.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,318 | $2,856-53.9% | $3,550-62.9% | $3,203-58.9% |
| Admin fee / account holder | $1,142 | $4,261-73.2% | $5,586-79.5% | $4,296-73.4% |