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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 | $9,580 | $117,846-91.9% | $102,434-90.6% | $145,884-93.4% |
| Participation rate | 47.4% | 78.6%-31.3pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 8.69% | 31.90%-23.2pp | 29.46%-20.8pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,840 | $5,733-67.9% | $5,055-63.6% | $6,690-72.5% |
| Admin fee / account holder | $1,372 | $13,356-89.7% | $9,462-85.5% | $13,392-89.8% |