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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 | $8,422 | $65,712-87.2% | $57,196-85.3% | $273,972-96.9% |
| Participation rate | 56.5% | 78.3%-21.8pp | 75.3%-18.8pp | 83.0%-26.5pp |
| Annual return | -3.04% | 22.01%-25.0pp | 14.59%-17.6pp | 41.46%-44.5pp |
| Employer contribution / active EE | -$5,786 | $3,280-276.4% | $2,683-315.7% | $4,869-218.8% |
| Participant deferral / active EE | $956 | $3,782-74.7% | $3,096-69.1% | $5,287-81.9% |
| Admin fee / account holder | $4,308 | $4,838-11.0% | $3,141+37.2% | $10,133-57.5% |