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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 | $5,773 | $90,530-93.6% | $76,030-92.4% | $145,897-96.0% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | -9.26% | 625.08%-634.3pp | 361.54%-370.8pp | 552.29%-561.6pp |
| Employer contribution / active EE | $458 | $3,319-86.2% | $2,688-82.9% | $4,663-90.2% |
| Participant deferral / active EE | $2,954 | $5,164-42.8% | $4,257-30.6% | $6,689-55.8% |
| Admin fee / account holder | $4,536 | $8,383-45.9% | $6,421-29.4% | $13,390-66.1% |