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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 | $8,529 | $77,638-89.0% | $156,551-94.6% | $62,881-86.4% |
| Participation rate | 52.8% | 71.2%-18.4pp | 84.0%-31.2pp | 69.3%-16.5pp |
| Annual return | 0.58% | 50.33%-49.7pp | 32.23%-31.6pp | 20.14%-19.6pp |
| Employer contribution / active EE | $89 | $3,444-97.4% | $5,501-98.4% | $2,281-96.1% |
| Participant deferral / active EE | $1,084 | $3,046-64.4% | $4,871-77.7% | $3,203-66.2% |
| Admin fee / account holder | $1,084 | $5,561-80.5% | $13,028-91.7% | $4,296-74.8% |