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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 | $4,753 | $96,524-95.1% | $75,900-93.7% | $152,909-96.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-36.0pp | 82.5%-49.1pp |
| Annual return | 26.10% | 33.93%-7.8pp | 30.73%-4.6pp | 345.46%-319.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,352 | $4,554-70.3% | $3,604-62.5% | $5,851-76.9% |
| Admin fee / account holder | $764 | $8,082-90.6% | $5,421-85.9% | $11,601-93.4% |