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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 | $680 | $76,519-99.1% | $56,025-98.8% | $145,897-99.5% |
| Participation rate | 27.3% | 63.2%-36.0pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 1.52% | 3017.03%-3015.5pp | 1712.69%-1711.2pp | 552.29%-550.8pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $314 | $2,624-88.0% | $1,955-83.9% | $6,689-95.3% |
| Admin fee / account holder | $347 | $3,331-89.6% | $2,828-87.7% | $13,390-97.4% |