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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 | $13,066 | $135,956-90.4% | $123,894-89.5% | $273,972-95.2% |
| Participation rate | 31.3% | 84.1%-52.8pp | 81.4%-50.2pp | 83.0%-51.8pp |
| Annual return | -18.96% | 56.63%-75.6pp | 47.52%-66.5pp | 41.46%-60.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,788 | $6,343-56.0% | $5,984-53.4% | $5,287-47.3% |
| Admin fee / account holder | $2,412 | $9,817-75.4% | $8,357-71.1% | $10,133-76.2% |