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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 | $27,196 | $153,769-82.3% | $133,975-79.7% | $273,972-90.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 9.22% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $750 | $6,029-87.6% | $5,211-85.6% | $4,869-84.6% |
| Participant deferral / active EE | $3,949 | $6,958-43.3% | $6,282-37.1% | $5,287-25.3% |
| Admin fee / account holder | $364 | $11,765-96.9% | $9,324-96.1% | $10,133-96.4% |