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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 | $8,031 | $183,516-95.6% | $155,534-94.8% | $145,884-94.5% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 14.28% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,553 | $6,467-45.1% | $5,630-36.9% | $6,690-46.9% |
| Admin fee / account holder | $683 | $19,293-96.5% | $15,900-95.7% | $13,392-94.9% |