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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.)
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 | $9,074 | $150,435-94.0% | $120,580-92.5% | $145,897-93.8% |
| Participation rate | 63.2% | 78.8%-15.6pp | 72.0%-8.8pp | 80.3%-17.1pp |
| Annual return | 16.38% | 154.60%-138.2pp | 107.48%-91.1pp | 552.29%-535.9pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,706 | $6,174-56.2% | $4,995-45.8% | $6,689-59.5% |
| Admin fee / account holder | $343 | $12,182-97.2% | $9,418-96.4% | $13,390-97.4% |