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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 | $5,671 | $112,121-94.9% | $95,960-94.1% | $158,966-96.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 390.80% | 171.16%+219.6pp | 91.63%+299.2pp | 302.95%+87.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,539 | $4,784-67.8% | $4,167-63.1% | $5,983-74.3% |
| Admin fee / account holder | $452 | $10,135-95.5% | $6,797-93.3% | $11,250-96.0% |