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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 | $6,229 | $150,435-95.9% | $120,580-94.8% | $145,897-95.7% |
| Participation rate | 57.1% | 78.8%-21.7pp | 72.0%-14.8pp | 80.3%-23.2pp |
| Annual return | -7.95% | 154.60%-162.6pp | 107.48%-115.4pp | 552.29%-560.2pp |
| Employer contribution / active EE | $434 | $4,352-90.0% | $3,469-87.5% | $4,663-90.7% |
| Participant deferral / active EE | $1,496 | $6,174-75.8% | $4,995-70.1% | $6,689-77.6% |
| Admin fee / account holder | $623 | $12,182-94.9% | $9,418-93.4% | $13,390-95.4% |