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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 | $15,736 | $160,028-90.2% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 5.01% | 98.60%-93.6pp | 420.17%-415.2pp | 551.85%-546.8pp |
| Employer contribution / active EE | $410 | $5,286-92.2% | $4,933-91.7% | $4,662-91.2% |
| Participant deferral / active EE | $36,646 | $8,422+335.1% | $8,066+354.3% | $6,690+447.8% |
| Admin fee / account holder | $121,309 | $15,030+707.1% | $12,989+833.9% | $13,392+805.8% |