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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 | $1,367 | $176,688-99.2% | $130,660-99.0% | $152,909-99.1% |
| Participation rate | 23.5% | 79.0%-55.4pp | 71.7%-48.2pp | 82.5%-58.9pp |
| Annual return | 19.14% | 2693.08%-2673.9pp | 1709.29%-1690.2pp | 345.46%-326.3pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $267 | $4,362-93.9% | $3,603-92.6% | $5,851-95.4% |
| Admin fee / account holder | $1,832 | $7,131-74.3% | $5,463-66.5% | $11,601-84.2% |