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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 | $24,952 | $217,432-88.5% | $185,851-86.6% | $167,553-85.1% |
| Participation rate | 60.0% | 86.1%-26.1pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 12.36% | 148.43%-136.1pp | 122.11%-109.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $934 | $5,874-84.1% | $5,168-81.9% | $4,840-80.7% |
| Participant deferral / active EE | $3,232 | $6,357-49.2% | $5,569-42.0% | $6,343-49.0% |
| Admin fee / account holder | $9,073 | $19,820-54.2% | $16,245-44.1% | $12,316-26.3% |