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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 | $9,071 | $168,635-94.6% | $147,617-93.9% | $125,389-92.8% |
| Participation rate | 63.2% | 88.8%-25.6pp | 84.6%-21.5pp | 83.2%-20.0pp |
| Annual return | -7.51% | 77.65%-85.2pp | 61.98%-69.5pp | 282.24%-289.8pp |
| Employer contribution / active EE | $910 | $6,252-85.4% | $5,564-83.6% | $4,866-81.3% |
| Participant deferral / active EE | $4,067 | $5,507-26.1% | $4,895-16.9% | $5,352-24.0% |
| Admin fee / account holder | $1,582 | $13,580-88.4% | $11,612-86.4% | $9,541-83.4% |