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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 | $7,179 | $176,077-95.9% | $159,455-95.5% | $167,518-95.7% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 24.41% | 331.83%-307.4pp | 263.63%-239.2pp | 478.71%-454.3pp |
| Employer contribution / active EE | $313 | $5,298-94.1% | $4,830-93.5% | $4,838-93.5% |
| Participant deferral / active EE | $5,048 | $7,751-34.9% | $7,353-31.3% | $6,342-20.4% |
| Admin fee / account holder | $2,810 | $12,556-77.6% | $10,800-74.0% | $12,312-77.2% |