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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 | $3,832 | $32,117-88.1% | $71,089-94.6% | $64,173-94.0% |
| Participation rate | 40.0% | 42.7%-2.7pp | 54.6%-14.6pp | 69.6%-29.6pp |
| Annual return | -32.27% | -5.57%-26.7pp | 650.65%-682.9pp | 7.63%-39.9pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,385 | $1,263+9.7% | $1,873-26.0% | $3,470-60.1% |
| Admin fee / account holder | $335 | $2,759-87.9% | $3,082-89.1% | $4,887-93.1% |