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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 | $976 | $81,276-98.8% | $155,574-99.4% | $80,925-98.8% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.7%-5.6pp |
| Annual return | 5.91% | 33.36%-27.4pp | 64.87%-59.0pp | 35.65%-29.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,033 | $3,453-70.1% | $5,629-81.7% | $4,299-76.0% |
| Admin fee / account holder | $5,352 | $7,993-33.0% | $15,914-66.4% | $6,940-22.9% |