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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 | $1,211 | $29,051-95.8% | $52,425-97.7% | $67,986-98.2% |
| Participation rate | 52.8% | 30.4%+22.3pp | 55.6%-2.8pp | 57.2%-4.4pp |
| Annual return | -20.57% | 24.00%-44.6pp | 302.12%-322.7pp | 31.67%-52.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $401 | $873-54.1% | $1,790-77.6% | $3,358-88.1% |
| Admin fee / account holder | $386 | $2,113-81.7% | $2,495-84.5% | $3,203-88.0% |