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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 | $14,266 | $168,635-91.5% | $147,617-90.3% | $125,389-88.6% |
| Participation rate | 44.4% | 88.8%-44.3pp | 84.6%-40.2pp | 83.2%-38.7pp |
| Annual return | -6.55% | 77.65%-84.2pp | 61.98%-68.5pp | 282.24%-288.8pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,118 | $5,507-61.5% | $4,895-56.7% | $5,352-60.4% |
| Admin fee / account holder | $394 | $13,580-97.1% | $11,612-96.6% | $9,541-95.9% |