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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 | $24,081 | $202,342-88.1% | $172,752-86.1% | $152,897-84.3% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 28.64% | 1029.83%-1001.2pp | 802.97%-774.3pp | 345.43%-316.8pp |
| Employer contribution / active EE | $1,194 | $5,858-79.6% | $5,144-76.8% | $4,764-74.9% |
| Participant deferral / active EE | $4,373 | $5,948-26.5% | $5,198-15.9% | $5,851-25.3% |
| Admin fee / account holder | $376 | $17,111-97.8% | $13,955-97.3% | $11,599-96.8% |