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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 | $4,325 | $69,248-93.8% | $64,101-93.3% | $139,466-96.9% |
| Participation rate | 47.6% | 75.6%-28.0pp | 72.3%-24.7pp | 80.3%-32.7pp |
| Annual return | 42.33% | 45.95%-3.6pp | 33.72%+8.6pp | 373.66%-331.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,384 | $4,682-70.4% | $3,881-64.3% | $6,712-79.4% |
| Admin fee / account holder | $357 | $4,247-91.6% | $3,070-88.4% | $11,409-96.9% |