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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 | $21,556 | $65,862-67.3% | $124,693-82.7% | $79,393-72.8% |
| Participation rate | 59.8% | 62.2%-2.4pp | 74.6%-14.8pp | 70.7%-10.9pp |
| Annual return | 39.23% | 19.02%+20.2pp | 5144.19%-5105.0pp | 116.87%-77.6pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $3,324-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $5,776 | $2,772+108.4% | $4,615+25.2% | $4,046+42.8% |
| Admin fee / account holder | $1,427 | $673+112.1% | $7,494-81.0% | $627+127.8% |