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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 | $5,818 | $88,186-93.4% | $165,071-96.5% | $74,459-92.2% |
| Participation rate | 68.9% | 73.1%-4.2pp | 78.6%-9.7pp | 67.2%+1.7pp |
| Annual return | -5.77% | 17.13%-22.9pp | 70.17%-75.9pp | 1369.70%-1375.5pp |
| Employer contribution / active EE | $190 | $2,600-92.7% | $4,347-95.6% | $2,626-92.8% |
| Participant deferral / active EE | $2,280 | $4,505-49.4% | $6,035-62.2% | $4,350-47.6% |
| Admin fee / account holder | $777 | $2,234-65.2% | $12,695-93.9% | $1,945-60.0% |