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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 | $3,804 | $211,224-98.2% | $178,505-97.9% | $145,897-97.4% |
| Participation rate | 16.7% | 80.8%-64.2pp | 77.1%-60.5pp | 80.3%-63.6pp |
| Annual return | 4.08% | 30.28%-26.2pp | 27.16%-23.1pp | 552.29%-548.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,703 | $6,966-75.5% | $6,280-72.9% | $6,689-74.5% |
| Admin fee / account holder | $6,017 | $12,109-50.3% | $10,428-42.3% | $13,390-55.1% |