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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 | $4,366 | $78,690-94.5% | $161,489-97.3% | $87,485-95.0% |
| Participation rate | 44.4% | 67.5%-23.0pp | 78.7%-34.3pp | 68.9%-24.5pp |
| Annual return | 75.30% | 32.74%+42.6pp | 89.72%-14.4pp | 26.06%+49.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,080 | $3,311-37.2% | $5,630-63.0% | $4,274-51.3% |
| Admin fee / account holder | $494 | $6,724-92.7% | $16,006-96.9% | $7,775-93.6% |