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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 | $14,279 | $106,008-86.5% | $92,240-84.5% | $147,586-90.3% |
| Participation rate | 35.7% | 80.4%-44.7pp | 76.5%-40.8pp | 82.8%-47.1pp |
| Annual return | 13.51% | 50.05%-36.5pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,423 | $4,478-45.9% | $3,897-37.8% | $5,439-55.4% |
| Admin fee / account holder | $4,088 | $6,333-35.5% | $5,194-21.3% | $10,886-62.4% |