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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 | $8,075 | $111,830-92.8% | $93,696-91.4% | $145,884-94.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 7.68% | 204.08%-196.4pp | 133.74%-126.1pp | 551.85%-544.2pp |
| Employer contribution / active EE | $341 | $3,093-89.0% | $2,422-85.9% | $4,662-92.7% |
| Participant deferral / active EE | $2,299 | $4,920-53.3% | $4,417-47.9% | $6,690-65.6% |
| Admin fee / account holder | $477 | $10,249-95.3% | $8,287-94.2% | $13,392-96.4% |