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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 | $3,227 | $103,949-96.9% | $69,182-95.3% | $273,972-98.8% |
| Participation rate | 11.1% | 67.4%-56.3pp | 55.1%-44.0pp | 83.0%-71.9pp |
| Annual return | -72.34% | 35.28%-107.6pp | -21.93%-50.4pp | 41.46%-113.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $259 | $2,716-90.5% | $1,897-86.3% | $5,287-95.1% |
| Admin fee / account holder | $2,390 | $3,671-34.9% | $2,697-11.4% | $10,133-76.4% |