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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 | $6,523 | $167,353-96.1% | $143,797-95.5% | $134,545-95.2% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -27.65% | 0.48%-28.1pp | -0.04%-27.6pp | 418.37%-446.0pp |
| Employer contribution / active EE | $688 | $5,620-87.8% | $4,952-86.1% | $4,742-85.5% |
| Participant deferral / active EE | $2,424 | $6,447-62.4% | $5,638-57.0% | $6,401-62.1% |
| Admin fee / account holder | $921 | $18,096-94.9% | $14,679-93.7% | $11,431-91.9% |