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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 | $20,158 | $198,457-89.8% | $170,435-88.2% | $147,586-86.3% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 0.54% | 257.30%-256.8pp | 205.94%-205.4pp | 578.59%-578.1pp |
| Employer contribution / active EE | $1,016 | $6,183-83.6% | $5,432-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $12,333 | $5,629+119.1% | $4,939+149.7% | $5,439+126.8% |
| Admin fee / account holder | $544 | $16,852-96.8% | $13,881-96.1% | $10,886-95.0% |