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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 | $3,531 | $61,125-94.2% | $94,057-96.2% | $87,485-96.0% |
| Participation rate | 34.2% | 64.1%-29.9pp | 73.3%-39.1pp | 68.9%-34.7pp |
| Annual return | 7.13% | 35.20%-28.1pp | 480.62%-473.5pp | 26.06%-18.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,063 | $3,260-67.4% | $4,709-77.4% | $4,274-75.1% |
| Admin fee / account holder | $24,059 | $5,629+327.4% | $7,244+232.1% | $7,775+209.5% |