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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 | $8,725 | $52,279-83.3% | $89,435-90.2% | $79,856-89.1% |
| Participation rate | 23.3% | 57.5%-34.2pp | 68.0%-44.7pp | 69.6%-46.3pp |
| Annual return | 101.32% | 22.16%+79.2pp | 245.55%-144.2pp | 31.71%+69.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,598 | $2,740-41.7% | $3,890-58.9% | $3,741-57.3% |
| Admin fee / account holder | $4,876 | $3,356+45.3% | $4,884-0.2% | $5,306-8.1% |