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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 | $11,382 | $78,694-85.5% | $67,652-83.2% | $125,389-90.9% |
| Participation rate | 34.8% | 78.8%-44.0pp | 75.7%-40.9pp | 83.2%-48.4pp |
| Annual return | -7.46% | 9.46%-16.9pp | 6625.40%-6632.9pp | 282.24%-289.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,302 | $4,292-69.7% | $3,560-63.4% | $5,352-75.7% |
| Admin fee / account holder | $883 | $7,403-88.1% | $4,821-81.7% | $9,541-90.7% |