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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 | $11,156 | $168,635-93.4% | $147,617-92.4% | $125,389-91.1% |
| Participation rate | 47.1% | 88.8%-41.7pp | 84.6%-37.6pp | 83.2%-36.1pp |
| Annual return | 0.03% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,184 | $5,507-60.3% | $4,895-55.4% | $5,352-59.2% |
| Admin fee / account holder | $10,818 | $13,580-20.3% | $11,612-6.8% | $9,541+13.4% |