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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 | $17,907 | $110,137-83.7% | $161,149-88.9% | $82,637-78.3% |
| Participation rate | 36.7% | 72.4%-35.7pp | 78.8%-42.2pp | 68.1%-31.4pp |
| Annual return | 9.22% | 20.69%-11.5pp | 21.16%-11.9pp | 53.51%-44.3pp |
| Employer contribution / active EE | $59 | $2,856-97.9% | $4,360-98.7% | $2,552-97.7% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,354 | $9,467-32.9% | $15,194-58.2% | $7,339-13.4% |