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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 | $4,144 | $125,190-96.7% | $105,624-96.1% | $145,897-97.2% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 16.79% | 225.22%-208.4pp | 116.20%-99.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $317 | $3,720-91.5% | $3,168-90.0% | $4,663-93.2% |
| Participant deferral / active EE | $2,350 | $5,716-58.9% | $5,013-53.1% | $6,689-64.9% |
| Admin fee / account holder | $461 | $17,138-97.3% | $10,961-95.8% | $13,390-96.6% |