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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 | $20,246 | $227,399-91.1% | $189,758-89.3% | $198,609-89.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 9.12% | 61.03%-51.9pp | 52.62%-43.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $1,198 | $5,526-78.3% | $4,767-74.9% | $5,055-76.3% |
| Participant deferral / active EE | $4,124 | $6,837-39.7% | $5,856-29.6% | $6,977-40.9% |
| Admin fee / account holder | $9,250 | $25,162-63.2% | $20,388-54.6% | $19,030-51.4% |