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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 | $5,273 | $103,008-94.9% | $90,304-94.2% | $152,897-96.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 26.06% | 95.22%-69.2pp | 78.13%-52.1pp | 345.43%-319.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,524 | $4,281-64.4% | $3,885-60.8% | $5,851-73.9% |
| Admin fee / account holder | $864 | $6,175-86.0% | $5,354-83.9% | $11,599-92.6% |