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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 | $10,642 | $103,392-89.7% | $87,104-87.8% | $152,897-93.0% |
| Participation rate | 45.8% | 79.4%-33.5pp | 76.9%-31.0pp | 82.5%-36.6pp |
| Annual return | 23.15% | 28.10%-4.9pp | 28.19%-5.0pp | 345.43%-322.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,793 | $4,778-62.5% | $4,048-55.7% | $5,851-69.4% |
| Admin fee / account holder | $620 | $12,194-94.9% | $7,491-91.7% | $11,599-94.7% |