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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 | $7,175 | $111,830-93.6% | $93,696-92.3% | $145,884-95.1% |
| Participation rate | 53.3% | 74.2%-20.9pp | 68.7%-15.4pp | 80.3%-27.0pp |
| Annual return | 5.50% | 204.08%-198.6pp | 133.74%-128.2pp | 551.85%-546.4pp |
| Employer contribution / active EE | $494 | $3,093-84.0% | $2,422-79.6% | $4,662-89.4% |
| Participant deferral / active EE | $2,059 | $4,920-58.2% | $4,417-53.4% | $6,690-69.2% |
| Admin fee / account holder | $3,751 | $10,249-63.4% | $8,287-54.7% | $13,392-72.0% |