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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 | $12,760 | $70,684-81.9% | $169,390-92.5% | $75,173-83.0% |
| Participation rate | 59.3% | 64.8%-5.5pp | 77.2%-17.9pp | 67.2%-7.9pp |
| Annual return | 18.91% | 36.38%-17.5pp | 406.07%-387.2pp | 160.72%-141.8pp |
| Employer contribution / active EE | $414 | $2,211-81.3% | $4,013-89.7% | $2,671-84.5% |
| Participant deferral / active EE | $1,927 | $4,310-55.3% | $6,222-69.0% | $4,126-53.3% |
| Admin fee / account holder | $3,291 | $5,404-39.1% | $9,015-63.5% | $5,651-41.8% |