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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 | $1,245 | $111,830-98.9% | $93,696-98.7% | $145,884-99.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | -0.10% | 204.08%-204.2pp | 133.74%-133.8pp | 551.85%-551.9pp |
| Employer contribution / active EE | $60 | $3,093-98.1% | $2,422-97.5% | $4,662-98.7% |
| Participant deferral / active EE | $1,275 | $4,920-74.1% | $4,417-71.1% | $6,690-80.9% |
| Admin fee / account holder | $57,533 | $10,249+461.4% | $8,287+594.3% | $13,392+329.6% |