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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 | $13,303 | $183,516-92.8% | $155,534-91.4% | $145,884-90.9% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 19.24% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $720 | $5,315-86.5% | $4,675-84.6% | $4,662-84.6% |
| Participant deferral / active EE | $2,456 | $6,467-62.0% | $5,630-56.4% | $6,690-63.3% |
| Admin fee / account holder | $649 | $19,293-96.6% | $15,900-95.9% | $13,392-95.2% |