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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 | $17,332 | $68,398-74.7% | $94,664-81.7% | $75,173-76.9% |
| Participation rate | 65.4% | 76.1%-10.7pp | 80.8%-15.4pp | 67.2%-1.8pp |
| Annual return | 181.90% | 616.72%-434.8pp | 156.84%+25.1pp | 160.72%+21.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,744 | $6,537+33.8% | $7,417+17.9% | $4,126+111.9% |
| Admin fee / account holder | $855 | $5,324-83.9% | $7,222-88.2% | $5,651-84.9% |