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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 | $5,191 | $58,888-91.2% | $178,499-97.1% | $73,493-92.9% |
| Participation rate | 30.7% | 66.2%-35.5pp | 81.9%-51.2pp | 70.7%-40.0pp |
| Annual return | 58.38% | 24.86%+33.5pp | 151.10%-92.7pp | 28.51%+29.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $973 | $2,568-62.1% | $5,202-81.3% | $3,740-74.0% |
| Admin fee / account holder | $753 | $400+88.1% | $13,986-94.6% | $513+46.8% |