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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 | $26,859 | $202,342-86.7% | $172,753-84.5% | $152,909-82.4% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 26.17% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $613 | $5,857-89.5% | $5,144-88.1% | $4,764-87.1% |
| Participant deferral / active EE | $2,490 | $5,948-58.1% | $5,198-52.1% | $5,851-57.5% |
| Admin fee / account holder | $356 | $17,112-97.9% | $13,956-97.4% | $11,601-96.9% |