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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 | $10,845 | $103,393-89.5% | $87,103-87.5% | $152,909-92.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 17.31% | 28.10%-10.8pp | 28.19%-10.9pp | 345.46%-328.2pp |
| Employer contribution / active EE | $177 | $3,221-94.5% | $2,521-93.0% | $4,764-96.3% |
| Participant deferral / active EE | $2,256 | $4,778-52.8% | $4,049-44.3% | $5,851-61.4% |
| Admin fee / account holder | $1,122 | $12,195-90.8% | $7,491-85.0% | $11,601-90.3% |