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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 | $10,081 | $107,363-90.6% | $92,909-89.2% | $152,897-93.4% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.0%-19.8pp | 82.5%-26.2pp |
| Annual return | 27.19% | 145.63%-118.4pp | 109.44%-82.3pp | 345.43%-318.2pp |
| Employer contribution / active EE | $365 | $4,222-91.3% | $3,653-90.0% | $4,764-92.3% |
| Participant deferral / active EE | $2,277 | $4,848-53.0% | $4,238-46.3% | $5,851-61.1% |
| Admin fee / account holder | $362 | $7,082-94.9% | $5,795-93.8% | $11,599-96.9% |