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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 | $3,754 | $114,119-96.7% | $107,187-96.5% | $138,895-97.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 18.81% | 273.21%-254.4pp | 204.55%-185.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,525 | $5,538-36.4% | $5,096-30.8% | $6,396-44.9% |
| Admin fee / account holder | $1,913 | $10,024-80.9% | $9,162-79.1% | $12,562-84.8% |