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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 | $22,691 | $150,447-84.9% | $136,298-83.4% | $147,586-84.6% |
| Participation rate | 38.5% | 84.4%-46.0pp | 81.9%-43.5pp | 82.8%-44.4pp |
| Annual return | 16.59% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $325 | $5,256-93.8% | $4,696-93.1% | $4,876-93.3% |
| Participant deferral / active EE | $5,568 | $6,631-16.0% | $6,247-10.9% | $5,439+2.4% |
| Admin fee / account holder | $1,807 | $10,906-83.4% | $9,244-80.4% | $10,886-83.4% |