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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 | $13,917 | $125,190-88.9% | $105,624-86.8% | $145,897-90.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 13.26% | 225.22%-212.0pp | 116.20%-102.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $659 | $3,720-82.3% | $3,168-79.2% | $4,663-85.9% |
| Participant deferral / active EE | $2,329 | $5,716-59.3% | $5,013-53.5% | $6,689-65.2% |
| Admin fee / account holder | $2,800 | $17,138-83.7% | $10,961-74.5% | $13,390-79.1% |