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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 | $6,417 | $105,145-93.9% | $94,664-93.2% | $139,466-95.4% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 34.06% | 38.09%-4.0pp | 156.84%-122.8pp | 373.66%-339.6pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,499 | $7,599+51.3% | $7,417+55.0% | $6,712+71.3% |
| Admin fee / account holder | $6,247 | $8,972-30.4% | $7,222-13.5% | $11,409-45.2% |