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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 | $12,329 | $138,072-91.1% | $123,549-90.0% | $135,382-90.9% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -9.45% | 153.69%-163.1pp | 119.20%-128.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,216 | $6,799-52.7% | $6,426-49.9% | $5,609-42.7% |
| Admin fee / account holder | $3,344 | $10,917-69.4% | $9,284-64.0% | $10,829-69.1% |