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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 | $7,265 | $103,000-92.9% | $90,300-92.0% | $152,885-95.2% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 22.10% | 95.19%-73.1pp | 78.11%-56.0pp | 345.39%-323.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $870 | $4,281-79.7% | $3,884-77.6% | $5,851-85.1% |
| Admin fee / account holder | $2,858 | $6,173-53.7% | $5,353-46.6% | $11,598-75.4% |