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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 | $16,925 | $78,694-78.5% | $67,652-75.0% | $125,389-86.5% |
| Participation rate | 23.5% | 78.8%-55.3pp | 75.7%-52.1pp | 83.2%-59.7pp |
| Annual return | -14.78% | 9.46%-24.2pp | 6625.40%-6640.2pp | 282.24%-297.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,257 | $4,292-47.4% | $3,560-36.6% | $5,352-57.8% |
| Admin fee / account holder | $1,217 | $7,403-83.6% | $4,821-74.8% | $9,541-87.2% |