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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 | $8,162 | $97,761-91.7% | $83,850-90.3% | $135,382-94.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -22.06% | 1287.44%-1309.5pp | 850.92%-873.0pp | 519.77%-541.8pp |
| Employer contribution / active EE | $494 | $4,222-88.3% | $3,631-86.4% | $4,779-89.7% |
| Participant deferral / active EE | $3,169 | $4,682-32.3% | $4,082-22.4% | $5,609-43.5% |
| Admin fee / account holder | $537 | $6,674-91.9% | $5,478-90.2% | $10,829-95.0% |