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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 | $11,501 | $154,193-92.5% | $130,045-91.2% | $139,466-91.8% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.5%-32.3pp | 80.3%-34.2pp |
| Annual return | 26.91% | 32.51%-5.6pp | -137.30%+164.2pp | 373.66%-346.7pp |
| Employer contribution / active EE | $777 | $5,292-85.3% | $4,321-82.0% | $4,754-83.7% |
| Participant deferral / active EE | $2,132 | $6,709-68.2% | $5,820-63.4% | $6,712-68.2% |
| Admin fee / account holder | $787 | $13,989-94.4% | $10,600-92.6% | $11,409-93.1% |