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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 | $12,824 | $106,008-87.9% | $92,240-86.1% | $147,586-91.3% |
| Participation rate | 41.2% | 80.4%-39.2pp | 76.5%-35.3pp | 82.8%-41.7pp |
| Annual return | 16.06% | 50.05%-34.0pp | 176.29%-160.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $614 | $4,333-85.8% | $3,680-83.3% | $4,876-87.4% |
| Participant deferral / active EE | $1,690 | $4,478-62.3% | $3,897-56.6% | $5,439-68.9% |
| Admin fee / account holder | $616 | $6,333-90.3% | $5,194-88.1% | $10,886-94.3% |