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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 | $14,977 | $102,393-85.4% | $147,041-89.8% | $80,911-81.5% |
| Participation rate | 48.3% | 75.9%-27.6pp | 82.2%-33.9pp | 67.6%-19.4pp |
| Annual return | 14.87% | 134.95%-120.1pp | 419.21%-404.3pp | 35.63%-20.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,067 | $6,647-23.8% | $8,071-37.2% | $4,297+17.9% |
| Admin fee / account holder | $3,486 | $7,943-56.1% | $13,006-73.2% | $6,935-49.7% |