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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 | $12,809 | $156,398-91.8% | $147,318-91.3% | $138,895-90.8% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | -76.73% | 78.75%-155.5pp | 70.43%-147.2pp | 145.39%-222.1pp |
| Employer contribution / active EE | $1 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,524 | $8,237-8.7% | $7,906-4.8% | $6,396+17.6% |
| Admin fee / account holder | $3,517 | $14,976-76.5% | $13,708-74.3% | $12,562-72.0% |