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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 | $112 | $114,119-99.9% | $107,187-99.9% | $138,895-99.9% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | -3.20% | 273.21%-276.4pp | 204.55%-207.7pp | 145.39%-148.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,523 | $5,538-72.5% | $5,096-70.1% | $6,396-76.2% |
| Admin fee / account holder | $2,901,251 | $10,024+28844.0% | $9,162+31565.0% | $12,562+22995.2% |