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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 | $3,030 | $157,296-98.1% | $141,191-97.9% | $152,897-98.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.31% | 64.34%-46.0pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $924 | $5,262-82.4% | $4,736-80.5% | $4,764-80.6% |
| Participant deferral / active EE | $8,935 | $7,111+25.7% | $6,710+33.2% | $5,851+52.7% |
| Admin fee / account holder | $27,626 | $12,125+127.8% | $10,264+169.1% | $11,599+138.2% |