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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 | $22,137 | $227,399-90.3% | $189,758-88.3% | $198,609-88.9% |
| Participation rate | 54.5% | 84.0%-29.5pp | 79.8%-25.3pp | 82.4%-27.8pp |
| Annual return | 10.40% | 61.03%-50.6pp | 52.62%-42.2pp | 202.70%-192.3pp |
| Employer contribution / active EE | $1,209 | $5,526-78.1% | $4,767-74.6% | $5,055-76.1% |
| Participant deferral / active EE | $3,601 | $6,837-47.3% | $5,856-38.5% | $6,977-48.4% |
| Admin fee / account holder | $6,021 | $25,162-76.1% | $20,388-70.5% | $19,030-68.4% |