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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 | $23,762 | $152,592-84.4% | $125,180-81.0% | $152,885-84.5% |
| Participation rate | 42.1% | 83.3%-41.2pp | 79.8%-37.7pp | 82.5%-40.3pp |
| Annual return | 26.71% | 54.84%-28.1pp | 43.79%-17.1pp | 345.39%-318.7pp |
| Employer contribution / active EE | $776 | $4,947-84.3% | $3,866-79.9% | $4,763-83.7% |
| Participant deferral / active EE | $2,274 | $5,868-61.2% | $4,937-53.9% | $5,851-61.1% |
| Admin fee / account holder | $1,556 | $13,435-88.4% | $9,703-84.0% | $11,598-86.6% |