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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 | $5,139 | $110,278-95.3% | $95,740-94.6% | $139,466-96.3% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 13.57% | 27.19%-13.6pp | 28.41%-14.8pp | 373.66%-360.1pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,183 | $4,674+53.7% | $4,244+69.3% | $6,712+7.0% |
| Admin fee / account holder | $1,188 | $6,613-82.0% | $5,676-79.1% | $11,409-89.6% |