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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 | $6,534 | $100,805-93.5% | $86,698-92.5% | $134,532-95.1% |
| Participation rate | 68.4% | 79.0%-10.5pp | 76.6%-8.2pp | 81.2%-12.8pp |
| Annual return | -23.52% | 29.09%-52.6pp | 35.95%-59.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,694 | $5,339-49.5% | $4,656-42.1% | $6,401-57.9% |
| Admin fee / account holder | $391 | $10,925-96.4% | $7,493-94.8% | $11,429-96.6% |