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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 | $10,459 | $98,240-89.4% | $82,313-87.3% | $147,585-92.9% |
| Participation rate | 68.4% | 79.7%-11.3pp | 76.9%-8.5pp | 82.8%-14.4pp |
| Annual return | 17.01% | 30.85%-13.8pp | 25.88%-8.9pp | 578.58%-561.6pp |
| Employer contribution / active EE | $361 | $3,192-88.7% | $2,428-85.1% | $4,876-92.6% |
| Participant deferral / active EE | $1,747 | $4,383-60.1% | $3,706-52.9% | $5,439-67.9% |
| Admin fee / account holder | $1,608 | $8,563-81.2% | $5,608-71.3% | $10,886-85.2% |