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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 | $10,757 | $133,981-92.0% | $112,249-90.4% | $134,532-92.0% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -58.70% | 47.16%-105.9pp | 27.48%-86.2pp | 418.27%-477.0pp |
| Employer contribution / active EE | $227 | $4,040-94.4% | $3,636-93.8% | $4,741-95.2% |
| Participant deferral / active EE | $5,103 | $5,292-3.6% | $4,729+7.9% | $6,401-20.3% |
| Admin fee / account holder | $2,156 | $7,492-71.2% | $6,412-66.4% | $11,429-81.1% |