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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 | $8,260 | $127,387-93.5% | $115,038-92.8% | $125,389-93.4% |
| Participation rate | 31.3% | 84.2%-52.9pp | 81.4%-50.1pp | 83.2%-51.9pp |
| Annual return | -37.32% | 31.28%-68.6pp | 26.14%-63.5pp | 282.24%-319.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,317 | $6,423-63.9% | $6,026-61.5% | $5,352-56.7% |
| Admin fee / account holder | $1,773 | $9,516-81.4% | $8,175-78.3% | $9,541-81.4% |