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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 | $7,530 | $29,554-74.5% | $56,054-86.6% | $77,692-90.3% |
| Participation rate | 5.9% | 32.6%-26.7pp | 52.5%-46.6pp | 70.6%-64.7pp |
| Annual return | 7.57% | 18.89%-11.3pp | 1705.95%-1698.4pp | 31.25%-23.7pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $448 | $1,061-57.7% | $1,952-77.0% | $4,648-90.4% |
| Admin fee / account holder | $391 | $1,046-62.6% | $2,822-86.1% | $431-9.2% |