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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 | $18,796 | $54,320-65.4% | $67,653-72.2% | $52,331-64.1% |
| Participation rate | 48.0% | 73.6%-25.6pp | 75.7%-27.7pp | 68.1%-20.1pp |
| Annual return | 255.80% | 6.81%+249.0pp | 6625.22%-6369.4pp | 4.54%+251.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,272 | $2,950+78.7% | $3,560+48.1% | $3,022+74.5% |
| Admin fee / account holder | $390 | $527-26.0% | $4,821-91.9% | $592-34.1% |