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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 | $2,442 | $88,710-97.2% | $81,783-97.0% | $145,959-98.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 12.50% | 1027.26%-1014.8pp | 775.05%-762.6pp | 561.95%-549.5pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,585 | $4,645-65.9% | $4,320-63.3% | $6,689-76.3% |
| Admin fee / account holder | $408 | $8,407-95.1% | $7,380-94.5% | $13,398-97.0% |