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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 | $20,597 | $86,940-76.3% | $102,434-79.9% | $80,935-74.6% |
| Participation rate | 29.5% | 72.4%-42.8pp | 76.5%-47.0pp | 67.7%-38.1pp |
| Annual return | 0.32% | 18.89%-18.6pp | 29.46%-29.1pp | 35.66%-35.3pp |
| Employer contribution / active EE | $465 | $2,370-80.4% | $3,023-84.6% | $2,757-83.1% |
| Participant deferral / active EE | $2,489 | $4,121-39.6% | $5,055-50.8% | $4,299-42.1% |
| Admin fee / account holder | $2,161 | $8,047-73.1% | $9,462-77.2% | $6,924-68.8% |