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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 | $4,623 | $45,566-89.9% | $64,105-92.8% | $59,633-92.2% |
| Participation rate | 48.8% | 60.2%-11.3pp | 68.2%-19.3pp | 68.7%-19.8pp |
| Annual return | -13.14% | 4.95%-18.1pp | 791.24%-804.4pp | 2041.45%-2054.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,606 | $2,057-21.9% | $2,822-43.1% | $3,192-49.7% |
| Admin fee / account holder | $804 | $3,268-75.4% | $4,499-82.1% | $4,297-81.3% |