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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 | $16,557 | $167,522-90.1% | $151,639-89.1% | $134,532-87.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -25.35% | 7.81%-33.2pp | 3.34%-28.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $1,291 | $6,828-81.1% | $6,165-79.1% | $4,741-72.8% |
| Participant deferral / active EE | $3,883 | $8,986-56.8% | $8,363-53.6% | $6,401-39.3% |
| Admin fee / account holder | $3,298 | $13,780-76.1% | $11,613-71.6% | $11,429-71.1% |