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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 | $12,474 | $85,766-85.5% | $136,297-90.8% | $70,124-82.2% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 18.97% | 31.45%-12.5pp | 5156.19%-5137.2pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,486 | $5,051-50.8% | $6,247-60.2% | $3,332-25.4% |
| Admin fee / account holder | $3,843 | $5,420-29.1% | $9,244-58.4% | $4,645-17.3% |