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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 | $1,159 | $103,949-98.9% | $69,182-98.3% | $273,972-99.6% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | -73.83% | 35.28%-109.1pp | -21.93%-51.9pp | 41.46%-115.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $582 | $2,716-78.6% | $1,897-69.3% | $5,287-89.0% |
| Admin fee / account holder | $848 | $3,671-76.9% | $2,697-68.6% | $10,133-91.6% |