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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 | $16,446 | $99,032-83.4% | $80,022-79.4% | $135,380-87.9% |
| Participation rate | 21.4% | 78.4%-56.9pp | 75.8%-54.4pp | 82.6%-61.2pp |
| Annual return | -15.04% | 15.39%-30.4pp | 11.22%-26.3pp | 519.81%-534.8pp |
| Employer contribution / active EE | $371 | $3,043-87.8% | $2,468-85.0% | $4,779-92.2% |
| Participant deferral / active EE | $1,768 | $4,282-58.7% | $3,686-52.0% | $5,609-68.5% |
| Admin fee / account holder | $1,562 | $10,436-85.0% | $6,521-76.0% | $10,828-85.6% |