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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 | $27,672 | $86,949-68.2% | $102,460-73.0% | $80,959-65.8% |
| Participation rate | 60.0% | 72.4%-12.4pp | 76.5%-16.5pp | 67.7%-7.7pp |
| Annual return | 10.17% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $563 | $2,370-76.3% | $3,025-81.4% | $2,757-79.6% |
| Participant deferral / active EE | $2,529 | $4,121-38.6% | $5,056-50.0% | $4,300-41.2% |
| Admin fee / account holder | $3,136 | $8,048-61.0% | $9,460-66.8% | $6,925-54.7% |