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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 | $10,269 | $92,219-88.9% | $76,767-86.6% | $135,380-92.4% |
| Participation rate | 36.8% | 79.8%-42.9pp | 77.0%-40.1pp | 82.6%-45.8pp |
| Annual return | -14.92% | 5.46%-20.4pp | 2.43%-17.3pp | 519.81%-534.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,051 | $4,508-54.5% | $3,852-46.8% | $5,609-63.4% |
| Admin fee / account holder | $891 | $10,749-91.7% | $6,675-86.7% | $10,828-91.8% |