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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 | $5,672 | $62,715-91.0% | $104,299-94.6% | $66,949-91.5% |
| Participation rate | 52.8% | 59.6%-6.8pp | 73.3%-20.5pp | 69.8%-17.0pp |
| Annual return | -20.02% | -14.70%-5.3pp | 24.62%-44.6pp | 1.57%-21.6pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $3,373-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,314 | $2,852-18.9% | $4,626-50.0% | $4,239-45.4% |
| Admin fee / account holder | $486 | $657-26.0% | $7,339-93.4% | $594-18.1% |