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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 | $8,293 | $103,392-92.0% | $87,104-90.5% | $152,897-94.6% |
| Participation rate | 52.9% | 79.4%-26.4pp | 76.9%-23.9pp | 82.5%-29.5pp |
| Annual return | 14.81% | 28.10%-13.3pp | 28.19%-13.4pp | 345.43%-330.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,367 | $4,778-50.5% | $4,048-41.5% | $5,851-59.5% |
| Admin fee / account holder | $1,797 | $12,194-85.3% | $7,491-76.0% | $11,599-84.5% |