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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 | $8,073 | $81,258-90.1% | $105,218-92.3% | $59,632-86.5% |
| Participation rate | 43.3% | 75.4%-32.1pp | 77.2%-33.9pp | 68.7%-25.3pp |
| Annual return | -5.13% | 1.96%-7.1pp | 5.33%-10.5pp | 2041.32%-2046.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,008 | $3,881-48.3% | $4,867-58.7% | $3,192-37.1% |
| Admin fee / account holder | $596 | $5,841-89.8% | $6,992-91.5% | $4,297-86.1% |