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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 | $16,487 | $150,445-89.0% | $136,297-87.9% | $147,585-88.8% |
| Participation rate | 36.4% | 84.4%-48.1pp | 81.9%-45.6pp | 82.8%-46.5pp |
| Annual return | 17.94% | 1049.14%-1031.2pp | 5156.16%-5138.2pp | 578.57%-560.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,523 | $6,631-46.9% | $6,247-43.6% | $5,439-35.2% |
| Admin fee / account holder | $1,379 | $10,906-87.4% | $9,244-85.1% | $10,885-87.3% |