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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 | $3,652 | $100,895-96.4% | $90,430-96.0% | $158,950-97.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 8.91% | 1725.54%-1716.6pp | 1293.73%-1284.8pp | 302.91%-294.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $906 | $4,347-79.2% | $3,963-77.1% | $5,983-84.9% |
| Admin fee / account holder | $1,015 | $6,505-84.4% | $5,613-81.9% | $11,248-91.0% |