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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 | $13,688 | $59,107-76.8% | $86,439-84.2% | $68,495-80.0% |
| Participation rate | 48.3% | 75.2%-27.0pp | 80.3%-32.1pp | 67.9%-19.6pp |
| Annual return | -32.36% | -0.23%-32.1pp | 4395.55%-4427.9pp | -7.84%-24.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,098 | $5,901+3.3% | $6,952-12.3% | $4,028+51.4% |
| Admin fee / account holder | $1,011 | $5,637-82.1% | $6,732-85.0% | $5,403-81.3% |