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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 | $6,211 | $97,729-93.6% | $83,830-92.6% | $135,379-95.4% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -25.18% | 1287.52%-1312.7pp | 850.97%-876.2pp | 519.79%-545.0pp |
| Employer contribution / active EE | $689 | $4,222-83.7% | $3,631-81.0% | $4,779-85.6% |
| Participant deferral / active EE | $2,582 | $4,683-44.9% | $4,082-36.7% | $5,609-54.0% |
| Admin fee / account holder | $1,132 | $6,674-83.0% | $5,479-79.3% | $10,828-89.5% |