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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 | $8,805 | $209,888-95.8% | $189,545-95.4% | $167,553-94.7% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | -32.31% | 748.66%-781.0pp | 555.36%-587.7pp | 478.89%-511.2pp |
| Employer contribution / active EE | $1,362 | $6,915-80.3% | $6,162-77.9% | $4,840-71.9% |
| Participant deferral / active EE | $4,108 | $8,934-54.0% | $8,220-50.0% | $6,343-35.2% |
| Admin fee / account holder | $1,110 | $14,300-92.2% | $12,049-90.8% | $12,316-91.0% |