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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 | $25,972 | $213,785-87.9% | $185,441-86.0% | $155,188-83.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 13.32% | 19.97%-6.6pp | 20.16%-6.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,000 | $6,864-12.6% | $6,152-2.5% | $6,531-8.1% |
| Admin fee / account holder | $33,962 | $21,134+60.7% | $17,890+89.8% | $14,480+134.5% |