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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 | $29,322 | $209,425-86.0% | $178,499-83.6% | $158,966-81.6% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 18.67% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $749 | $5,707-86.9% | $5,011-85.1% | $4,762-84.3% |
| Participant deferral / active EE | $3,080 | $5,955-48.3% | $5,202-40.8% | $5,983-48.5% |
| Admin fee / account holder | $1,406 | $17,078-91.8% | $13,986-90.0% | $11,250-87.5% |