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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 | $8,140 | $57,330-85.8% | $86,656-90.6% | $75,177-89.2% |
| Participation rate | 53.3% | 63.2%-9.9pp | 71.7%-18.4pp | 67.2%-13.9pp |
| Annual return | 18.24% | 2675.40%-2657.2pp | 593.09%-574.9pp | 160.75%-142.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,263 | $3,320-61.9% | $4,439-71.5% | $4,126-69.4% |
| Admin fee / account holder | $322 | $4,115-92.2% | $5,619-94.3% | $5,651-94.3% |