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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 | $17,088 | $102,385-83.3% | $147,080-88.4% | $80,935-78.9% |
| Participation rate | 28.9% | 75.9%-47.0pp | 82.2%-53.3pp | 67.7%-38.8pp |
| Annual return | 19.43% | 135.09%-115.7pp | 420.17%-400.7pp | 35.66%-16.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,957 | $6,651-40.5% | $8,066-50.9% | $4,299-8.0% |
| Admin fee / account holder | $1,683 | $7,951-78.8% | $12,989-87.0% | $6,924-75.7% |