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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 | $8,157 | $53,546-84.8% | $69,890-88.3% | $68,490-88.1% |
| Participation rate | 52.9% | 64.5%-11.6pp | 70.5%-17.5pp | 67.9%-15.0pp |
| Annual return | -21.19% | -13.87%-7.3pp | 190.84%-212.0pp | -7.85%-13.3pp |
| Employer contribution / active EE | $242 | $2,019-88.0% | $2,560-90.6% | $2,597-90.7% |
| Participant deferral / active EE | $1,155 | $2,957-60.9% | $3,848-70.0% | $4,028-71.3% |
| Admin fee / account holder | $542 | $4,693-88.5% | $6,267-91.4% | $5,403-90.0% |