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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 | $12,521 | $95,406-86.9% | $185,849-93.3% | $85,847-85.4% |
| Participation rate | 39.7% | 68.8%-29.0pp | 81.7%-42.0pp | 69.3%-29.6pp |
| Annual return | 11.66% | 23.59%-11.9pp | 122.10%-110.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,499 | $3,424-56.2% | $5,569-73.1% | $3,952-62.1% |
| Admin fee / account holder | $2,526 | $7,214-65.0% | $16,244-84.5% | $6,261-59.7% |