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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 | $6,674 | $94,529-92.9% | $140,019-95.2% | $64,173-89.6% |
| Participation rate | 51.5% | 84.1%-32.6pp | 87.5%-36.0pp | 69.6%-18.1pp |
| Annual return | -32.18% | 7.77%-39.9pp | 651.15%-683.3pp | 7.63%-39.8pp |
| Employer contribution / active EE | $1,036 | $3,812-72.8% | $5,605-81.5% | $2,381-56.5% |
| Participant deferral / active EE | $3,539 | $5,250-32.6% | $6,927-48.9% | $3,470+2.0% |
| Admin fee / account holder | $1,536 | $6,741-77.2% | $10,705-85.7% | $4,887-68.6% |