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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 | $13,451 | $106,905-87.4% | $84,020-84.0% | $152,885-91.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 13.42% | 105.00%-91.6pp | 71.31%-57.9pp | 345.39%-332.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,283 | $4,012-68.0% | $3,239-60.4% | $5,851-78.1% |
| Admin fee / account holder | $3,663 | $8,287-55.8% | $6,101-40.0% | $11,598-68.4% |