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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 | $2,520 | $102,595-97.5% | $94,057-97.3% | $154,746-98.4% |
| Participation rate | 61.5% | 76.0%-14.5pp | 73.3%-11.8pp | 80.7%-19.2pp |
| Annual return | 16.82% | 583.42%-566.6pp | 480.62%-463.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,112 | $5,118-78.3% | $4,709-76.4% | $6,730-83.5% |
| Admin fee / account holder | $848 | $7,736-89.0% | $7,244-88.3% | $14,365-94.1% |