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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 | $4,093 | $102,663-96.0% | $86,216-95.3% | $139,466-97.1% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.0%-49.0pp | 80.3%-60.3pp |
| Annual return | 40.89% | 1924.52%-1883.6pp | 1169.42%-1128.5pp | 373.66%-332.8pp |
| Employer contribution / active EE | $82 | $3,035-97.3% | $2,382-96.5% | $4,754-98.3% |
| Participant deferral / active EE | $2,337 | $4,677-50.0% | $3,986-41.4% | $6,712-65.2% |
| Admin fee / account holder | $4,879 | $8,663-43.7% | $6,853-28.8% | $11,409-57.2% |