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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 | $10,764 | $85,766-87.4% | $136,298-92.1% | $70,126-84.6% |
| Participation rate | 56.3% | 74.2%-17.9pp | 81.9%-25.7pp | 69.5%-13.3pp |
| Annual return | 135.43% | 31.46%+104.0pp | 5156.27%-5020.8pp | 73.15%+62.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,973 | $5,051-21.4% | $6,247-36.4% | $3,332+19.2% |
| Admin fee / account holder | $451 | $5,421-91.7% | $9,244-95.1% | $4,645-90.3% |