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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 | $7,353 | $49,199-85.1% | $121,204-93.9% | $75,173-90.2% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 17.98% | 56.04%-38.1pp | 987.18%-969.2pp | 160.72%-142.7pp |
| Employer contribution / active EE | $271 | $1,547-82.5% | $4,170-93.5% | $2,671-89.9% |
| Participant deferral / active EE | $1,617 | $2,630-38.5% | $4,083-60.4% | $4,126-60.8% |
| Admin fee / account holder | $1,329 | $3,946-66.3% | $5,651-76.5% | $5,651-76.5% |