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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 | $8,293 | $73,863-88.8% | $143,797-94.2% | $68,490-87.9% |
| Participation rate | 40.7% | 66.7%-25.9pp | 80.3%-39.6pp | 67.9%-27.2pp |
| Annual return | -24.71% | 0.91%-25.6pp | -0.04%-24.7pp | -7.85%-16.9pp |
| Employer contribution / active EE | $367 | $3,185-88.5% | $4,952-92.6% | $2,597-85.9% |
| Participant deferral / active EE | $1,403 | $3,385-58.5% | $5,638-75.1% | $4,028-65.2% |
| Admin fee / account holder | $466 | $5,756-91.9% | $14,679-96.8% | $5,403-91.4% |