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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 | $876 | $102,595-99.1% | $94,057-99.1% | $154,746-99.4% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 80.7%-21.9pp |
| Annual return | 53.89% | 583.42%-529.5pp | 480.62%-426.7pp | 172.34%-118.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,251 | $5,118-75.6% | $4,709-73.4% | $6,730-81.4% |
| Admin fee / account holder | $424 | $7,736-94.5% | $7,244-94.1% | $14,365-97.0% |