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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 | $15,477 | $198,457-92.2% | $170,435-90.9% | $147,586-89.5% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 16.57% | 257.30%-240.7pp | 205.94%-189.4pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,096 | $6,183-82.3% | $5,432-79.8% | $4,876-77.5% |
| Participant deferral / active EE | $2,105 | $5,629-62.6% | $4,939-57.4% | $5,439-61.3% |
| Admin fee / account holder | $424 | $16,852-97.5% | $13,881-96.9% | $10,886-96.1% |