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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 | $2,810 | $162,529-98.3% | $130,788-97.9% | $154,746-98.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 15.61% | 510.48%-494.9pp | 386.44%-370.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,158 | $4,808-75.9% | $4,137-72.0% | $6,730-82.8% |
| Admin fee / account holder | $797 | $7,669-89.6% | $6,673-88.1% | $14,365-94.5% |