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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 | $16,245 | $132,634-87.8% | $115,768-86.0% | $137,256-88.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.4%-14.4pp | 80.0%-20.0pp |
| Annual return | 14.16% | 160.70%-146.5pp | 100.46%-86.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $170 | $3,360-95.0% | $2,940-94.2% | $4,156-95.9% |
| Participant deferral / active EE | $1,864 | $5,619-66.8% | $4,917-62.1% | $6,407-70.9% |
| Admin fee / account holder | $7,013 | $15,028-53.3% | $12,439-43.6% | $12,270-42.8% |