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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 | $13,834 | $70,435-80.4% | $96,575-85.7% | $85,856-83.9% |
| Participation rate | 56.8% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 6.39% | 18.59%-12.2pp | 37.79%-31.4pp | 318.58%-312.2pp |
| Employer contribution / active EE | $261 | $1,413-81.5% | $2,357-88.9% | $2,565-89.8% |
| Participant deferral / active EE | $1,917 | $2,894-33.8% | $3,849-50.2% | $3,952-51.5% |
| Admin fee / account holder | $847 | $4,997-83.0% | $6,182-86.3% | $6,261-86.5% |