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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 | $11,964 | $138,114-91.3% | $125,391-90.5% | $134,545-91.1% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -26.96% | 750.88%-777.8pp | 572.41%-599.4pp | 418.37%-445.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,129 | $7,801-21.4% | $7,448-17.7% | $6,401-4.2% |
| Admin fee / account holder | $776 | $11,570-93.3% | $10,009-92.2% | $11,431-93.2% |