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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 | $6,260 | $71,872-91.3% | $86,691-92.8% | $68,495-90.9% |
| Participation rate | 62.9% | 72.2%-9.3pp | 76.6%-13.7pp | 67.9%-5.0pp |
| Annual return | -20.50% | 3.53%-24.0pp | 35.94%-56.4pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,535 | $3,779-32.9% | $4,656-45.6% | $4,028-37.1% |
| Admin fee / account holder | $325 | $6,112-94.7% | $7,492-95.7% | $5,403-94.0% |