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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 | $9,231 | $124,980-92.6% | $108,359-91.5% | $154,746-94.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | -93.46% | 45.00%-138.5pp | 36.89%-130.4pp | 172.34%-265.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,500 | $4,743-5.1% | $4,137+8.8% | $6,730-33.1% |
| Admin fee / account holder | $3,868 | $11,502-66.4% | $9,741-60.3% | $14,365-73.1% |