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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 | $9,658 | $85,171-88.7% | $172,753-94.4% | $72,976-86.8% |
| Participation rate | 32.3% | 70.1%-37.8pp | 82.6%-50.4pp | 69.5%-37.2pp |
| Annual return | 20.63% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,281 | $3,260-30.0% | $5,198-56.1% | $3,608-36.8% |
| Admin fee / account holder | $388 | $5,880-93.4% | $13,956-97.2% | $5,124-92.4% |