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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 | $12,141 | $166,131-92.7% | $164,975-92.6% | $145,877-91.7% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 7.47% | 100.37%-92.9pp | 70.12%-62.7pp | 551.28%-543.8pp |
| Employer contribution / active EE | $509 | $5,276-90.3% | $4,343-88.3% | $4,663-89.1% |
| Participant deferral / active EE | $2,144 | $6,962-69.2% | $6,033-64.5% | $6,691-68.0% |
| Admin fee / account holder | $7,428 | $16,648-55.4% | $12,688-41.5% | $13,402-44.6% |