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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 | $9,860 | $54,541-81.9% | $78,778-87.5% | $70,126-85.9% |
| Participation rate | 64.6% | 60.8%+3.8pp | 69.2%-4.6pp | 69.5%-4.9pp |
| Annual return | 27.62% | 21.07%+6.5pp | 35.62%-8.0pp | 73.15%-45.5pp |
| Employer contribution / active EE | $136 | $1,089-87.5% | $1,986-93.2% | $2,343-94.2% |
| Participant deferral / active EE | $1,615 | $2,210-26.9% | $2,958-45.4% | $3,332-51.5% |
| Admin fee / account holder | $1,798 | $3,709-51.5% | $5,134-65.0% | $4,645-61.3% |