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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 | $12,047 | $171,867-93.0% | $149,721-92.0% | $147,586-91.8% |
| Participation rate | 21.1% | 88.2%-67.1pp | 87.1%-66.0pp | 82.8%-61.8pp |
| Annual return | 3.11% | 2113.36%-2110.3pp | 1501.67%-1498.6pp | 578.59%-575.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,737 | $7,270-62.4% | $6,568-58.3% | $5,439-49.7% |
| Admin fee / account holder | $617 | $13,799-95.5% | $11,282-94.5% | $10,886-94.3% |