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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 | $1,417 | $39,028-96.4% | $80,741-98.2% | $85,847-98.3% |
| Participation rate | 32.4% | 41.6%-9.2pp | 54.2%-21.8pp | 69.3%-37.0pp |
| Annual return | 8.26% | 26.31%-18.1pp | 87.30%-79.0pp | 318.61%-310.3pp |
| Employer contribution / active EE | $52 | $722-92.7% | $1,160-95.5% | $2,565-98.0% |
| Participant deferral / active EE | $416 | $1,326-68.7% | $2,145-80.6% | $3,952-89.5% |
| Admin fee / account holder | $1,873 | $2,429-22.9% | $3,380-44.6% | $6,261-70.1% |