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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 | $9,928 | $131,835-92.5% | $108,582-90.9% | $273,972-96.4% |
| Participation rate | 58.3% | 83.5%-25.1pp | 79.6%-21.2pp | 83.0%-24.7pp |
| Annual return | 1.42% | -91.57%+93.0pp | -51.70%+53.1pp | 41.46%-40.0pp |
| Employer contribution / active EE | $83 | $4,913-98.3% | $3,758-97.8% | $4,869-98.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,537 | $10,253-55.7% | $7,645-40.7% | $10,133-55.2% |