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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 | $7,959 | $62,592-87.3% | $85,709-90.7% | $85,847-90.7% |
| Participation rate | 17.9% | 61.1%-43.2pp | 69.9%-51.9pp | 69.3%-51.4pp |
| Annual return | 9.26% | 23.77%-14.5pp | 21.49%-12.2pp | 318.61%-309.3pp |
| Employer contribution / active EE | $71 | $1,755-96.0% | $2,619-97.3% | $2,565-97.2% |
| Participant deferral / active EE | $1,004 | $2,802-64.2% | $3,924-74.4% | $3,952-74.6% |
| Admin fee / account holder | $18,151 | $4,643+290.9% | $6,876+164.0% | $6,261+189.9% |