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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 | $2,381 | $201,372-98.8% | $184,260-98.7% | $145,884-98.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.17% | 29.04%-20.9pp | 28.84%-20.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $200 | $7,024-97.2% | $6,427-96.9% | $4,662-95.7% |
| Participant deferral / active EE | $4,500 | $9,808-54.1% | $9,133-50.7% | $6,690-32.7% |
| Admin fee / account holder | $33,289 | $16,362+103.5% | $13,898+139.5% | $13,392+148.6% |