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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 | $11,757 | $135,956-91.4% | $123,894-90.5% | $273,972-95.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 10.40% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.1pp |
| Employer contribution / active EE | $763 | $5,170-85.2% | $4,617-83.5% | $4,869-84.3% |
| Participant deferral / active EE | $4,150 | $6,343-34.6% | $5,984-30.7% | $5,287-21.5% |
| Admin fee / account holder | $423 | $9,817-95.7% | $8,357-94.9% | $10,133-95.8% |