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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 | $8,269 | $99,875-91.7% | $146,866-94.4% | $86,983-90.5% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 67.15% | 28.10%+39.1pp | 102.85%-35.7pp | 25.83%+41.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,394 | $6,322-46.3% | $7,759-56.3% | $4,194-19.1% |
| Admin fee / account holder | $2,992 | $7,838-61.8% | $13,620-78.0% | $7,856-61.9% |