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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 | $8,328 | $69,518-88.0% | $59,887-86.1% | $135,379-93.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | 1.67% | 7.95%-6.3pp | 3.46%-1.8pp | 519.79%-518.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,013 | $4,204+43.0% | $3,402+76.8% | $5,609+7.2% |
| Admin fee / account holder | $20,505 | $5,734+257.6% | $3,591+471.0% | $10,828+89.4% |