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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 | $10,788 | $64,716-83.3% | $112,258-90.4% | $68,495-84.3% |
| Participation rate | 41.9% | 67.2%-25.2pp | 75.1%-33.1pp | 67.9%-26.0pp |
| Annual return | -33.82% | -11.40%-22.4pp | 27.47%-61.3pp | -7.84%-26.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,628 | $3,565-54.3% | $4,728-65.6% | $4,028-59.6% |
| Admin fee / account holder | $678 | $5,232-87.0% | $6,411-89.4% | $5,403-87.5% |