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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 | $12,210 | $48,078-74.6% | $78,676-84.5% | $62,881-80.6% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 1.65% | 31.36%-29.7pp | 62.19%-60.5pp | 20.14%-18.5pp |
| Employer contribution / active EE | $189 | $2,015-90.6% | $2,850-93.4% | $2,281-91.7% |
| Participant deferral / active EE | $1,044 | $2,587-59.6% | $3,517-70.3% | $3,203-67.4% |
| Admin fee / account holder | $794 | $3,206-75.2% | $4,510-82.4% | $4,296-81.5% |