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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 | $9,311 | $81,643-88.6% | $70,462-86.8% | $158,950-94.1% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 10.84% | 208.51%-197.7pp | 109.08%-98.2pp | 302.91%-292.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,070 | $4,555+11.3% | $3,710+36.7% | $5,983-15.2% |
| Admin fee / account holder | $16,048 | $6,194+159.1% | $3,845+317.3% | $11,248+42.7% |