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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 | $16,847 | $181,896-90.7% | $156,551-89.2% | $273,972-93.9% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 10.59% | 30.74%-20.2pp | 32.23%-21.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,156 | $6,248-81.5% | $5,501-79.0% | $4,869-76.3% |
| Participant deferral / active EE | $2,095 | $5,550-62.2% | $4,871-57.0% | $5,287-60.4% |
| Admin fee / account holder | $3,592 | $15,560-76.9% | $13,028-72.4% | $10,133-64.5% |