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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 | $7,586 | $129,737-94.2% | $119,126-93.6% | $154,746-95.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | -3.80% | 379.08%-382.9pp | 282.11%-285.9pp | 172.34%-176.1pp |
| Employer contribution / active EE | $205 | $4,375-95.3% | $4,034-94.9% | $4,379-95.3% |
| Participant deferral / active EE | $2,094 | $5,842-64.2% | $5,318-60.6% | $6,730-68.9% |
| Admin fee / account holder | $6,980 | $11,961-41.6% | $10,693-34.7% | $14,365-51.4% |