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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 | $8,897 | $160,040-94.4% | $147,096-94.0% | $145,877-93.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.80% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $880 | $5,289-83.4% | $4,936-82.2% | $4,663-81.1% |
| Participant deferral / active EE | $2,975 | $8,429-64.7% | $8,071-63.1% | $6,691-55.5% |
| Admin fee / account holder | $351 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |