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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 | $2,080 | $51,638-96.0% | $68,368-97.0% | $82,448-97.5% |
| Participation rate | 27.8% | 63.6%-35.8pp | 73.8%-46.0pp | 68.1%-40.3pp |
| Annual return | 7.66% | 37.53%-29.9pp | 292.57%-284.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $196 | $2,047-90.4% | $2,649-92.6% | $2,551-92.3% |
| Participant deferral / active EE | $636 | $2,914-78.2% | $4,123-84.6% | $4,139-84.6% |
| Admin fee / account holder | $308 | $4,643-93.4% | $5,150-94.0% | $7,234-95.7% |