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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 | $19,793 | $157,296-87.4% | $141,191-86.0% | $152,897-87.1% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 48.70% | 64.34%-15.6pp | 71.41%-22.7pp | 345.43%-296.7pp |
| Employer contribution / active EE | $272 | $5,262-94.8% | $4,736-94.3% | $4,764-94.3% |
| Participant deferral / active EE | $3,193 | $7,111-55.1% | $6,710-52.4% | $5,851-45.4% |
| Admin fee / account holder | $377 | $12,125-96.9% | $10,264-96.3% | $11,599-96.8% |