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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 | $15,123 | $209,336-92.8% | $197,124-92.3% | $137,256-89.0% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 15.26% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,300 | $6,591-80.3% | $6,227-79.1% | $4,156-68.7% |
| Participant deferral / active EE | $3,061 | $9,614-68.2% | $9,135-66.5% | $6,407-52.2% |
| Admin fee / account holder | $5,331 | $17,308-69.2% | $16,298-67.3% | $12,270-56.6% |