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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 | $3,316 | $100,262-96.7% | $81,370-95.9% | $145,897-97.7% |
| Participation rate | 55.0% | 74.3%-19.3pp | 69.5%-14.5pp | 80.3%-25.3pp |
| Annual return | 11.18% | 34.52%-23.3pp | 24.85%-13.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $908 | $4,612-80.3% | $3,885-76.6% | $6,689-86.4% |
| Admin fee / account holder | $421 | $8,163-94.8% | $5,749-92.7% | $13,390-96.9% |