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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 | $7,636 | $57,541-86.7% | $95,728-92.0% | $75,181-89.8% |
| Participation rate | 45.2% | 62.5%-17.4pp | 72.3%-27.1pp | 67.2%-22.0pp |
| Annual return | 13.39% | 34.93%-21.5pp | 28.40%-15.0pp | 160.69%-147.3pp |
| Employer contribution / active EE | $318 | $1,808-82.4% | $2,835-88.8% | $2,671-88.1% |
| Participant deferral / active EE | $1,412 | $3,074-54.1% | $4,245-66.7% | $4,126-65.8% |
| Admin fee / account holder | $5,984 | $4,099+46.0% | $5,673+5.5% | $5,650+5.9% |