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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 | $5,189 | $91,198-94.3% | $178,503-97.1% | $79,856-93.5% |
| Participation rate | 51.4% | 69.2%-17.9pp | 81.9%-30.6pp | 69.6%-18.3pp |
| Annual return | 4.57% | 24.20%-19.6pp | 151.12%-146.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $127 | $3,257-96.1% | $5,011-97.5% | $2,471-94.9% |
| Participant deferral / active EE | $1,610 | $3,237-50.3% | $5,202-69.1% | $3,741-57.0% |
| Admin fee / account holder | $754 | $6,748-88.8% | $13,987-94.6% | $5,306-85.8% |