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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 | $15,499 | $202,345-92.3% | $172,755-91.0% | $152,885-89.9% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 17.64% | 1029.77%-1012.1pp | 802.94%-785.3pp | 345.39%-327.7pp |
| Employer contribution / active EE | $945 | $5,858-83.9% | $5,144-81.6% | $4,763-80.2% |
| Participant deferral / active EE | $2,345 | $5,948-60.6% | $5,198-54.9% | $5,851-59.9% |
| Admin fee / account holder | $4,319 | $17,111-74.8% | $13,955-69.0% | $11,598-62.8% |