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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 | $15,508 | $73,009-78.8% | $90,760-82.9% | $68,486-77.4% |
| Participation rate | 68.7% | 70.8%-2.2pp | 75.7%-7.0pp | 67.9%+0.8pp |
| Annual return | -30.24% | -13.81%-16.4pp | -12.16%-18.1pp | -7.85%-22.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,428 | $3,626+187.6% | $4,565+128.4% | $4,028+158.9% |
| Admin fee / account holder | $1,054 | $5,896-82.1% | $8,444-87.5% | $5,404-80.5% |