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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 | $2,361 | $100,139-97.6% | $85,187-97.2% | $145,884-98.4% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 3.00% | 84.15%-81.1pp | 66.67%-63.7pp | 551.85%-548.8pp |
| Employer contribution / active EE | $44 | $3,238-98.7% | $2,732-98.4% | $4,662-99.1% |
| Participant deferral / active EE | $1,307 | $5,296-75.3% | $4,525-71.1% | $6,690-80.5% |
| Admin fee / account holder | $3,131 | $7,262-56.9% | $6,162-49.2% | $13,392-76.6% |