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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 | $24,858 | $175,036-85.8% | $120,225-79.3% | - |
| Participation rate | 65.7% | 60.2%+5.5pp | 69.6%-3.9pp | - |
| Annual return | 12.67% | 15.04%-2.4pp | 439.23%-426.6pp | - |
| Employer contribution / active EE | $499 | $1,949-74.4% | $3,475-85.6% | - |
| Participant deferral / active EE | $2,477 | $3,720-33.4% | $3,999-38.1% | - |
| Admin fee / account holder | $6,733 | $23,923-71.9% | $5,696+18.2% | - |