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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 | $21,940 | $180,459-87.8% | $154,108-85.8% | $135,380-83.8% |
| Participation rate | 43.8% | 87.4%-43.7pp | 83.0%-39.3pp | 82.6%-38.9pp |
| Annual return | 7.79% | 888.21%-880.4pp | 735.21%-727.4pp | 519.81%-512.0pp |
| Employer contribution / active EE | $968 | $6,035-84.0% | $5,298-81.7% | $4,779-79.7% |
| Participant deferral / active EE | $2,232 | $5,806-61.6% | $5,081-56.1% | $5,609-60.2% |
| Admin fee / account holder | $2,109 | $16,145-86.9% | $13,411-84.3% | $10,828-80.5% |