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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 | $6,074 | $150,447-96.0% | $136,298-95.5% | $147,586-95.9% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 5.78% | 1049.15%-1043.4pp | 5156.27%-5150.5pp | 578.59%-572.8pp |
| Employer contribution / active EE | $196 | $5,256-96.3% | $4,696-95.8% | $4,876-96.0% |
| Participant deferral / active EE | $3,298 | $6,631-50.3% | $6,247-47.2% | $5,439-39.4% |
| Admin fee / account holder | $3,847 | $10,906-64.7% | $9,244-58.4% | $10,886-64.7% |