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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 | $22,782 | $60,349-62.2% | $74,184-69.3% | $62,881-63.8% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 3.56% | 21.38%-17.8pp | 17.74%-14.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $287 | $1,680-82.9% | $2,370-87.9% | $2,281-87.4% |
| Participant deferral / active EE | $2,220 | $2,856-22.3% | $3,550-37.4% | $3,203-30.7% |
| Admin fee / account holder | $1,079 | $4,261-74.7% | $5,586-80.7% | $4,296-74.9% |