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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 | $12,727 | $65,361-80.5% | $92,903-86.3% | $72,983-82.6% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 10.61% | 42.11%-31.5pp | 109.43%-98.8pp | 81.01%-70.4pp |
| Employer contribution / active EE | $394 | $2,594-84.8% | $3,653-89.2% | $2,440-83.9% |
| Participant deferral / active EE | $2,175 | $3,128-30.5% | $4,238-48.7% | $3,608-39.7% |
| Admin fee / account holder | $4,814 | $4,251+13.2% | $5,795-16.9% | $5,124-6.1% |