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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 | $4,101 | $100,911-95.9% | $90,440-95.5% | $158,966-97.4% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.7%-42.7pp | 82.0%-52.0pp |
| Annual return | 15.28% | 1726.62%-1711.3pp | 1294.38%-1279.1pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,287 | $4,348-70.4% | $3,964-67.5% | $5,983-78.5% |
| Admin fee / account holder | $1,206 | $6,507-81.5% | $5,615-78.5% | $11,250-89.3% |