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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 | $6,701 | $183,592-96.4% | $155,574-95.7% | $145,877-95.4% |
| Participation rate | 13.3% | 82.7%-69.4pp | 78.2%-64.9pp | 80.3%-67.0pp |
| Annual return | 10.47% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $740 | $5,317-86.1% | $4,676-84.2% | $4,663-84.1% |
| Participant deferral / active EE | $2,154 | $6,466-66.7% | $5,629-61.7% | $6,691-67.8% |
| Admin fee / account holder | $220,392 | $19,316+1041.0% | $15,914+1284.9% | $13,402+1544.5% |