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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 | $9,904 | $57,352-82.7% | $83,830-88.2% | $64,173-84.6% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -9.15% | 11.38%-20.5pp | 850.97%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $247 | $2,546-90.3% | $3,631-93.2% | $2,381-89.6% |
| Participant deferral / active EE | $1,375 | $2,993-54.1% | $4,082-66.3% | $3,470-60.4% |
| Admin fee / account holder | $1,435 | $4,046-64.5% | $5,479-73.8% | $4,887-70.6% |