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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 | $6,812 | $121,677-94.4% | $104,625-93.5% | $158,966-95.7% |
| Participation rate | 69.2% | 77.5%-8.3pp | 74.1%-4.8pp | 82.0%-12.7pp |
| Annual return | 4.04% | 465.58%-461.5pp | 340.60%-336.6pp | 302.95%-298.9pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $766 | $4,175-81.6% | $3,738-79.5% | $5,983-87.2% |
| Admin fee / account holder | $13,684 | $7,777+76.0% | $6,465+111.7% | $11,250+21.6% |