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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 | $13,175 | $160,070-91.8% | $147,117-91.0% | $145,897-91.0% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 14.45% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $5 | $5,285-99.9% | $4,932-99.9% | $4,663-99.9% |
| Participant deferral / active EE | $9,788 | $8,419+16.3% | $8,065+21.4% | $6,689+46.3% |
| Admin fee / account holder | $1,384 | $15,035-90.8% | $12,993-89.3% | $13,390-89.7% |