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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 | $3,696 | $43,344-91.5% | $59,899-93.8% | $64,173-94.2% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | -17.49% | -1.55%-15.9pp | 3.46%-20.9pp | 7.63%-25.1pp |
| Employer contribution / active EE | $236 | $2,030-88.4% | $2,723-91.3% | $2,381-90.1% |
| Participant deferral / active EE | $1,235 | $2,547-51.5% | $3,402-63.7% | $3,470-64.4% |
| Admin fee / account holder | $543 | $3,008-81.9% | $3,592-84.9% | $4,887-88.9% |