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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 | $13,345 | $160,070-91.7% | $147,117-90.9% | $145,897-90.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 19.65% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $996 | $5,285-81.1% | $4,932-79.8% | $4,663-78.6% |
| Participant deferral / active EE | $2,778 | $8,419-67.0% | $8,065-65.6% | $6,689-58.5% |
| Admin fee / account holder | $776 | $15,035-94.8% | $12,993-94.0% | $13,390-94.2% |