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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 | $7,893 | $100,938-92.2% | $90,461-91.3% | $158,982-95.0% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 30.26% | 1727.20%-1696.9pp | 1294.76%-1264.5pp | 302.99%-272.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,280 | $4,350-1.6% | $3,964+8.0% | $5,983-28.5% |
| Admin fee / account holder | $1,634 | $6,510-74.9% | $5,617-70.9% | $11,252-85.5% |