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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 | $3,694 | $76,407-95.2% | $150,298-97.5% | $82,448-95.5% |
| Participation rate | 38.7% | 66.4%-27.7pp | 77.8%-39.1pp | 68.1%-29.4pp |
| Annual return | -7.62% | 39.99%-47.6pp | 62.79%-70.4pp | 41.64%-49.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $966 | $3,214-69.9% | $5,453-82.3% | $4,139-76.7% |
| Admin fee / account holder | $527 | $6,352-91.7% | $14,116-96.3% | $7,234-92.7% |