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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 | $15,684 | $157,296-90.0% | $141,191-88.9% | $152,897-89.7% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 21.60% | 64.34%-42.7pp | 71.41%-49.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $650 | $5,262-87.7% | $4,736-86.3% | $4,764-86.4% |
| Participant deferral / active EE | $2,424 | $7,111-65.9% | $6,710-63.9% | $5,851-58.6% |
| Admin fee / account holder | $2,217 | $12,125-81.7% | $10,264-78.4% | $11,599-80.9% |