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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 | $22,280 | $185,883-88.0% | $170,043-86.9% | $139,466-84.0% |
| Participation rate | 21.4% | 87.8%-66.3pp | 87.0%-65.6pp | 80.3%-58.9pp |
| Annual return | 20.90% | 60.54%-39.6pp | 53.40%-32.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $940 | $7,596-87.6% | $6,790-86.2% | $4,754-80.2% |
| Participant deferral / active EE | $3,123 | $11,626-73.1% | $10,410-70.0% | $6,712-53.5% |
| Admin fee / account holder | $4,303 | $15,393-72.0% | $12,824-66.4% | $11,409-62.3% |