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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 | $3,383 | $108,695-96.9% | $74,722-95.5% | $152,897-97.8% |
| Participation rate | 20.8% | 65.4%-44.5pp | 54.5%-33.6pp | 82.5%-61.6pp |
| Annual return | -3.32% | 114.11%-117.4pp | 753.11%-756.4pp | 345.43%-348.7pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $486 | $2,712-82.1% | $1,963-75.3% | $5,851-91.7% |
| Admin fee / account holder | $680 | $4,906-86.1% | $3,335-79.6% | $11,599-94.1% |