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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 | $11,875 | $81,504-85.4% | $102,437-88.4% | $80,959-85.3% |
| Participation rate | 66.2% | 66.9%-0.7pp | 74.5%-8.3pp | 67.7%-1.5pp |
| Annual return | 0.43% | 25.60%-25.2pp | 24.95%-24.5pp | 35.67%-35.2pp |
| Employer contribution / active EE | $597 | $3,104-80.8% | $3,871-84.6% | $2,757-78.4% |
| Participant deferral / active EE | $2,519 | $3,871-34.9% | $5,060-50.2% | $4,300-41.4% |
| Admin fee / account holder | $2,543 | $6,719-62.1% | $8,388-69.7% | $6,925-63.3% |