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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 | $10,792 | $98,240-89.0% | $82,313-86.9% | $147,585-92.7% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 9.99% | 30.85%-20.9pp | 25.88%-15.9pp | 578.58%-568.6pp |
| Employer contribution / active EE | $291 | $3,192-90.9% | $2,428-88.0% | $4,876-94.0% |
| Participant deferral / active EE | $1,812 | $4,383-58.7% | $3,706-51.1% | $5,439-66.7% |
| Admin fee / account holder | $5,869 | $8,563-31.5% | $5,608+4.7% | $10,886-46.1% |