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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 | $2,500 | $68,097-96.3% | $62,929-96.0% | $137,256-98.2% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 21.51% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.8pp |
| Employer contribution / active EE | $7 | $2,811-99.7% | $2,505-99.7% | $4,156-99.8% |
| Participant deferral / active EE | $1,926 | $4,553-57.7% | $3,888-50.5% | $6,407-69.9% |
| Admin fee / account holder | $432 | $6,521-93.4% | $5,065-91.5% | $12,270-96.5% |