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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 | $5,240 | $201,344-97.4% | $184,243-97.2% | $145,877-96.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 18.26% | 29.01%-10.7pp | 28.82%-10.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,320 | $9,807-66.1% | $9,132-63.6% | $6,691-50.4% |
| Admin fee / account holder | $714 | $16,382-95.6% | $13,914-94.9% | $13,402-94.7% |