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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 | $7,221 | $202,463-96.4% | $169,397-95.7% | $139,487-94.8% |
| Participation rate | 25.0% | 81.1%-56.1pp | 77.2%-52.2pp | 80.3%-55.3pp |
| Annual return | -27.86% | 532.64%-560.5pp | 406.23%-434.1pp | 373.84%-401.7pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,642 | $6,941-76.4% | $6,223-73.6% | $6,713-75.5% |
| Admin fee / account holder | $386 | $10,726-96.4% | $9,017-95.7% | $11,407-96.6% |