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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 | $8,478 | $57,352-85.2% | $83,831-89.9% | $64,173-86.8% |
| Participation rate | 58.5% | 68.6%-10.1pp | 76.1%-17.6pp | 69.6%-11.0pp |
| Annual return | -12.55% | 11.38%-23.9pp | 850.99%-863.5pp | 7.63%-20.2pp |
| Employer contribution / active EE | $111 | $2,546-95.7% | $3,631-97.0% | $2,381-95.4% |
| Participant deferral / active EE | $2,545 | $2,993-15.0% | $4,082-37.7% | $3,470-26.7% |
| Admin fee / account holder | $1,404 | $4,046-65.3% | $5,479-74.4% | $4,887-71.3% |