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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 | $14,326 | $180,466-92.1% | $154,114-90.7% | $135,382-89.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -12.31% | 888.15%-900.5pp | 735.16%-747.5pp | 519.77%-532.1pp |
| Employer contribution / active EE | $1,043 | $6,035-82.7% | $5,298-80.3% | $4,779-78.2% |
| Participant deferral / active EE | $3,809 | $5,806-34.4% | $5,081-25.0% | $5,609-32.1% |
| Admin fee / account holder | $823 | $16,144-94.9% | $13,411-93.9% | $10,829-92.4% |