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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 | $15,623 | $64,729-75.9% | $112,263-86.1% | $68,490-77.2% |
| Participation rate | 53.3% | 67.2%-13.8pp | 75.1%-21.7pp | 67.9%-14.6pp |
| Annual return | -22.35% | -11.40%-11.0pp | 27.49%-49.8pp | -7.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,469 | $3,566+81.4% | $4,729+36.8% | $4,028+60.6% |
| Admin fee / account holder | $404 | $5,222-92.3% | $6,410-93.7% | $5,403-92.5% |