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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 | $5,051 | $111,535-95.5% | $105,223-95.2% | $137,256-96.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 0.65% | 237.85%-237.2pp | 180.65%-180.0pp | 220.34%-219.7pp |
| Employer contribution / active EE | $761 | $3,939-80.7% | $3,689-79.4% | $4,156-81.7% |
| Participant deferral / active EE | $1,483 | $5,500-73.0% | $5,072-70.8% | $6,407-76.9% |
| Admin fee / account holder | $1,594 | $9,721-83.6% | $8,859-82.0% | $12,270-87.0% |