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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 | $7,142 | $104,953-93.2% | $84,637-91.6% | $152,909-95.3% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 14.78% | 373.94%-359.2pp | 258.82%-244.0pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,119 | $4,691-76.1% | $3,900-71.3% | $5,851-80.9% |
| Admin fee / account holder | $426 | $6,244-93.2% | $4,914-91.3% | $11,601-96.3% |