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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 | $2,745 | $156,970-98.3% | $121,210-97.7% | $139,487-98.0% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 53.94% | 1477.10%-1423.2pp | 987.41%-933.5pp | 373.84%-319.9pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,944 | $4,849-59.9% | $4,084-52.4% | $6,713-71.0% |
| Admin fee / account holder | $415 | $6,947-94.0% | $5,647-92.7% | $11,407-96.4% |