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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 | $160,028-91.8% | $147,080-91.0% | $145,884-91.0% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 14.45% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $5 | $5,286-99.9% | $4,933-99.9% | $4,662-99.9% |
| Participant deferral / active EE | $9,788 | $8,422+16.2% | $8,066+21.3% | $6,690+46.3% |
| Admin fee / account holder | $1,384 | $15,030-90.8% | $12,989-89.3% | $13,392-89.7% |