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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 | $8,595 | $181,062-95.3% | $158,223-94.6% | $155,188-94.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 19.93% | 57.39%-37.5pp | 52.09%-32.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,348 | $6,134-61.7% | $5,467-57.1% | $6,531-64.1% |
| Admin fee / account holder | $1,043 | $18,825-94.5% | $16,047-93.5% | $14,480-92.8% |