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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 | $14,223 | $124,314-88.6% | $109,163-87.0% | $167,518-91.5% |
| Participation rate | 28.6% | 79.4%-50.9pp | 75.9%-47.3pp | 82.1%-53.5pp |
| Annual return | 25.53% | 26.04%-0.5pp | 25.75%-0.2pp | 478.71%-453.2pp |
| Employer contribution / active EE | $491 | $4,209-88.3% | $3,723-86.8% | $4,838-89.9% |
| Participant deferral / active EE | $3,316 | $5,256-36.9% | $4,654-28.8% | $6,342-47.7% |
| Admin fee / account holder | $336 | $7,973-95.8% | $6,754-95.0% | $12,312-97.3% |