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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 | $6,711 | $132,099-94.9% | $115,599-94.2% | $138,895-95.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 226.21% | 176.76%+49.5pp | 111.10%+115.1pp | 145.39%+80.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,488 | $5,617-55.7% | $4,889-49.1% | $6,396-61.1% |
| Admin fee / account holder | $8,202 | $15,650-47.6% | $12,841-36.1% | $12,562-34.7% |