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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 | $6,418 | $180,459-96.4% | $154,108-95.8% | $135,380-95.3% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -14.64% | 888.21%-902.8pp | 735.21%-749.8pp | 519.81%-534.4pp |
| Employer contribution / active EE | $1,218 | $6,035-79.8% | $5,298-77.0% | $4,779-74.5% |
| Participant deferral / active EE | $3,650 | $5,806-37.1% | $5,081-28.2% | $5,609-34.9% |
| Admin fee / account holder | $1,169 | $16,145-92.8% | $13,411-91.3% | $10,828-89.2% |