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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 | $16,092 | $171,867-90.6% | $149,721-89.3% | $147,586-89.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 14.70% | 2113.36%-2098.7pp | 1501.67%-1487.0pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,108 | $6,275-82.3% | $5,444-79.7% | $4,876-77.3% |
| Participant deferral / active EE | $3,775 | $7,270-48.1% | $6,568-42.5% | $5,439-30.6% |
| Admin fee / account holder | $838 | $13,799-93.9% | $11,282-92.6% | $10,886-92.3% |