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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 | $654 | $70,366-99.1% | $66,674-99.0% | $138,895-99.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 11.02% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.4pp |
| Employer contribution / active EE | $371 | $2,765-86.6% | $2,620-85.9% | $4,194-91.2% |
| Participant deferral / active EE | $990 | $4,374-77.4% | $4,084-75.8% | $6,396-84.5% |
| Admin fee / account holder | $1,074 | $5,262-79.6% | $5,098-78.9% | $12,562-91.5% |