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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 | $5,489 | $118,875-95.4% | $96,572-94.3% | $167,553-96.7% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 16.79% | 50.50%-33.7pp | 37.79%-21.0pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,325 | $4,617-71.3% | $3,850-65.6% | $6,343-79.1% |
| Admin fee / account holder | $416 | $8,070-94.8% | $6,183-93.3% | $12,316-96.6% |