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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 | $7,356 | $87,544-91.6% | $75,784-90.3% | $125,388-94.1% |
| Participation rate | 34.8% | 80.2%-45.4pp | 75.8%-41.0pp | 83.2%-48.4pp |
| Annual return | -4.21% | 13.49%-17.7pp | 9.68%-13.9pp | 282.24%-286.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,899 | $4,229-55.1% | $3,652-48.0% | $5,352-64.5% |
| Admin fee / account holder | $1,077 | $6,502-83.4% | $5,300-79.7% | $9,541-88.7% |