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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 | $3,986 | $86,050-95.4% | $189,758-97.9% | $94,015-95.8% |
| Participation rate | 16.7% | 68.9%-52.2pp | 79.8%-63.1pp | 70.8%-54.2pp |
| Annual return | 8.69% | 17.77%-9.1pp | 52.62%-43.9pp | 17.84%-9.2pp |
| Employer contribution / active EE | $272 | $2,819-90.4% | $4,767-94.3% | $2,790-90.3% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,190 | $6,627-82.0% | $20,388-94.2% | $8,951-86.7% |