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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 | $10,655 | $210,698-94.9% | $178,014-94.0% | $145,959-92.7% |
| Participation rate | 30.8% | 80.8%-50.0pp | 77.1%-46.3pp | 80.3%-49.5pp |
| Annual return | 13.52% | 386.27%-372.8pp | 294.80%-281.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $86 | $4,567-98.1% | $3,950-97.8% | $4,661-98.2% |
| Participant deferral / active EE | $1,374 | $6,958-80.3% | $6,276-78.1% | $6,689-79.5% |
| Admin fee / account holder | $389 | $12,016-96.8% | $10,362-96.2% | $13,398-97.1% |