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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 | $12,251 | $165,361-92.6% | $149,715-91.8% | $158,950-92.3% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 17.56% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,248 | $7,182-54.8% | $6,842-52.5% | $5,983-45.7% |
| Admin fee / account holder | $3,714 | $10,808-65.6% | $9,310-60.1% | $11,248-67.0% |