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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 | $4,414 | $81,504-94.6% | $102,437-95.7% | $80,959-94.5% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | -21.26% | 25.60%-46.9pp | 24.95%-46.2pp | 35.67%-56.9pp |
| Employer contribution / active EE | $543 | $3,104-82.5% | $3,871-86.0% | $2,757-80.3% |
| Participant deferral / active EE | $2,123 | $3,871-45.2% | $5,060-58.0% | $4,300-50.6% |
| Admin fee / account holder | $1,248 | $6,719-81.4% | $8,388-85.1% | $6,925-82.0% |