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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 | $26,184 | $176,786-85.2% | $146,643-82.1% | $167,536-84.4% |
| Participation rate | 65.2% | 83.6%-18.4pp | 80.1%-14.9pp | 82.1%-16.9pp |
| Annual return | 10.80% | 24.04%-13.2pp | 22.75%-11.9pp | 478.82%-468.0pp |
| Employer contribution / active EE | $552 | $5,161-89.3% | $4,137-86.7% | $4,839-88.6% |
| Participant deferral / active EE | $2,669 | $6,440-58.6% | $5,506-51.5% | $6,342-57.9% |
| Admin fee / account holder | $97,069 | $13,262+632.0% | $10,280+844.2% | $12,315+688.2% |