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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 | $2,507 | $102,595-97.6% | $94,057-97.3% | $154,746-98.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 7.57% | 583.42%-575.8pp | 480.62%-473.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,133 | $5,118-77.9% | $4,709-75.9% | $6,730-83.2% |
| Admin fee / account holder | $4,097 | $7,736-47.0% | $7,244-43.4% | $14,365-71.5% |