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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 | $3,471 | $77,920-95.5% | $149,723-97.7% | $75,177-95.4% |
| Participation rate | 57.7% | 65.6%-7.9pp | 78.8%-21.1pp | 67.2%-9.5pp |
| Annual return | 17.90% | 31.72%-13.8pp | 134.50%-116.6pp | 160.75%-142.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,081 | $3,411-68.3% | $5,682-81.0% | $4,126-73.8% |
| Admin fee / account holder | $1,083 | $5,951-81.8% | $13,215-91.8% | $5,651-80.8% |