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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 | $2,263 | $97,125-97.7% | $86,233-97.4% | $137,256-98.4% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.0%-30.9pp | 80.0%-41.9pp |
| Annual return | 62.42% | 74.19%-11.8pp | 61.39%+1.0pp | 220.34%-157.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,352 | $5,180-54.6% | $4,559-48.4% | $6,407-63.3% |
| Admin fee / account holder | $390 | $9,725-96.0% | $8,342-95.3% | $12,270-96.8% |