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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 | $1,253 | $99,011-98.7% | $86,582-98.6% | $147,586-99.2% |
| Participation rate | 29.4% | 76.3%-46.9pp | 73.5%-44.1pp | 82.8%-53.4pp |
| Annual return | 782.00% | 1312.75%-530.7pp | 965.08%-183.1pp | 578.59%+203.4pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $670 | $3,972-83.1% | $3,609-81.4% | $5,439-87.7% |
| Admin fee / account holder | $460 | $5,709-91.9% | $4,904-90.6% | $10,886-95.8% |