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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 | $630 | $134,817-99.5% | $123,973-99.5% | $155,188-99.6% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 8.37% | 515.49%-507.1pp | 388.13%-379.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $720 | $4,425-83.7% | $4,126-82.5% | $4,248-83.0% |
| Participant deferral / active EE | $2,340 | $5,706-59.0% | $5,247-55.4% | $6,531-64.2% |
| Admin fee / account holder | $1,018,980 | $13,245+7593.2% | $11,799+8536.3% | $14,480+6937.3% |