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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 | $3,505 | $180,749-98.1% | $160,784-97.8% | $137,256-97.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 22.49% | 2234.46%-2212.0pp | 1803.92%-1781.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,710 | $6,844-60.4% | $6,293-56.9% | $6,407-57.7% |
| Admin fee / account holder | $1,522 | $10,397-85.4% | $9,717-84.3% | $12,270-87.6% |