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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 | $7,261 | $50,947-85.7% | $74,551-90.3% | $64,173-88.7% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.1%-24.3pp | 69.6%-24.7pp |
| Annual return | -14.94% | -1.85%-13.1pp | 32.53%-47.5pp | 7.63%-22.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,779 | $2,302-22.7% | $3,108-42.8% | $3,470-48.7% |
| Admin fee / account holder | $862 | $4,221-79.6% | $5,059-83.0% | $4,887-82.4% |