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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 | $12,682 | $57,352-77.9% | $83,830-84.9% | $64,173-80.2% |
| Participation rate | 41.2% | 68.6%-27.4pp | 76.1%-35.0pp | 69.6%-28.4pp |
| Annual return | -13.89% | 11.38%-25.3pp | 850.97%-864.9pp | 7.63%-21.5pp |
| Employer contribution / active EE | $222 | $2,546-91.3% | $3,631-93.9% | $2,381-90.7% |
| Participant deferral / active EE | $1,751 | $2,993-41.5% | $4,082-57.1% | $3,470-49.5% |
| Admin fee / account holder | $493 | $4,046-87.8% | $5,479-91.0% | $4,887-89.9% |