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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 | $159 | $211,224-99.9% | $178,505-99.9% | $145,897-99.9% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | -30.57% | 30.28%-60.9pp | 27.16%-57.7pp | 552.29%-582.9pp |
| Employer contribution / active EE | $75 | $4,577-98.4% | $3,955-98.1% | $4,663-98.4% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,772 | $12,109-85.4% | $10,428-83.0% | $13,390-86.8% |