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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 | $10,081 | $99,652-89.9% | $78,778-87.2% | $147,586-93.2% |
| Participation rate | 44.4% | 76.2%-31.8pp | 69.2%-24.7pp | 82.8%-38.4pp |
| Annual return | -18.48% | 47.28%-65.8pp | 35.62%-54.1pp | 578.59%-597.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,562 | $3,664-57.4% | $2,958-47.2% | $5,439-71.3% |
| Admin fee / account holder | $2,844 | $7,155-60.2% | $5,134-44.6% | $10,886-73.9% |