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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 | $11,269 | $105,160-89.3% | $94,679-88.1% | $139,456-91.9% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 16.36% | 38.04%-21.7pp | 156.75%-140.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $141 | $4,107-96.6% | $3,673-96.2% | $4,753-97.0% |
| Participant deferral / active EE | $10,527 | $7,599+38.5% | $7,417+41.9% | $6,711+56.8% |
| Admin fee / account holder | $15,377 | $8,988+71.1% | $7,233+112.6% | $11,407+34.8% |