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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 | $8,612 | $183,539-95.3% | $155,556-94.5% | $145,897-94.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.83% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $682 | $5,315-87.2% | $4,675-85.4% | $4,663-85.4% |
| Participant deferral / active EE | $2,148 | $6,467-66.8% | $5,631-61.9% | $6,689-67.9% |
| Admin fee / account holder | $37,520 | $19,275+94.7% | $15,885+136.2% | $13,390+180.2% |