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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 | $5,072 | $117,690-95.7% | $71,735-92.9% | $134,493-96.2% |
| Participation rate | 19.0% | 68.8%-49.8pp | 62.3%-43.3pp | 81.2%-62.2pp |
| Annual return | -25.43% | 25.44%-50.9pp | 9.14%-34.6pp | 418.01%-443.4pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $770 | $3,759-79.5% | $2,658-71.0% | $6,400-88.0% |
| Admin fee / account holder | $1,085 | $6,379-83.0% | $3,974-72.7% | $11,425-90.5% |