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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 | $19,815 | $91,537-78.4% | $130,045-84.8% | $75,173-73.6% |
| Participation rate | 36.7% | 71.5%-34.8pp | 78.5%-41.8pp | 67.2%-30.5pp |
| Annual return | 9.03% | -631.55%+640.6pp | -137.30%+146.3pp | 160.72%-151.7pp |
| Employer contribution / active EE | $148 | $2,845-94.8% | $4,321-96.6% | $2,671-94.5% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $590 | $6,780-91.3% | $10,600-94.4% | $5,651-89.6% |