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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 | $10,744 | $185,905-94.2% | $170,057-93.7% | $139,487-92.3% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | -87.71% | 60.56%-148.3pp | 53.42%-141.1pp | 373.84%-461.6pp |
| Employer contribution / active EE | $285 | $7,597-96.2% | $6,790-95.8% | $4,755-94.0% |
| Participant deferral / active EE | $5,311 | $11,627-54.3% | $10,411-49.0% | $6,713-20.9% |
| Admin fee / account holder | $7,425 | $15,397-51.8% | $12,826-42.1% | $11,407-34.9% |