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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 | $7,378 | $183,539-96.0% | $155,556-95.3% | $145,897-94.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.98% | 61.31%-53.3pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $760 | $5,315-85.7% | $4,675-83.7% | $4,663-83.7% |
| Participant deferral / active EE | $2,072 | $6,467-68.0% | $5,631-63.2% | $6,689-69.0% |
| Admin fee / account holder | $397 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |