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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 | $7,132 | $202,460-96.5% | $169,385-95.8% | $139,456-94.9% |
| Participation rate | 42.9% | 81.1%-38.2pp | 77.2%-34.3pp | 80.3%-37.5pp |
| Annual return | 47.81% | 532.07%-484.3pp | 405.82%-358.0pp | 373.45%-325.6pp |
| Employer contribution / active EE | $319 | $4,691-93.2% | $4,012-92.0% | $4,753-93.3% |
| Participant deferral / active EE | $2,339 | $6,938-66.3% | $6,221-62.4% | $6,711-65.2% |
| Admin fee / account holder | $1,214 | $10,719-88.7% | $9,011-86.5% | $11,407-89.4% |