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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 | $15,937 | $129,959-87.7% | $104,301-84.7% | $134,532-88.2% |
| Participation rate | 14.3% | 79.5%-65.2pp | 73.3%-59.0pp | 81.2%-66.9pp |
| Annual return | -25.33% | 42.04%-67.4pp | 24.61%-49.9pp | 418.27%-443.6pp |
| Employer contribution / active EE | $90 | $4,185-97.9% | $3,373-97.3% | $4,741-98.1% |
| Participant deferral / active EE | $4,409 | $5,589-21.1% | $4,626-4.7% | $6,401-31.1% |
| Admin fee / account holder | $6,230 | $9,325-33.2% | $7,340-15.1% | $11,429-45.5% |