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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 | $19,376 | $263,825-92.7% | $73,588-73.7% | $263,825-92.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 73.1%-23.1pp | 78.8%-28.8pp |
| Annual return | 20.62% | 13.08%+7.5pp | 16.52%+4.1pp | 13.08%+7.5pp |
| Employer contribution / active EE | $0 | $11,436-100.0% | $7,604-100.0% | $11,436-100.0% |
| Participant deferral / active EE | $22,250 | $5,893+277.6% | $5,478+306.2% | $5,893+277.6% |
| Admin fee / account holder | $109,340 | $32,179+239.8% | $12,208+795.6% | $32,179+239.8% |