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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 | $25,268 | $123,793-79.6% | $177,848-85.8% | $79,856-68.4% |
| Participation rate | 51.6% | 84.7%-33.0pp | 87.7%-36.1pp | 69.6%-18.0pp |
| Annual return | 19.99% | 22.82%-2.8pp | 48.33%-28.3pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,080 | $4,095-73.6% | $5,919-81.8% | $2,471-56.3% |
| Participant deferral / active EE | $2,851 | $5,956-52.1% | $7,714-63.0% | $3,741-23.8% |
| Admin fee / account holder | $424 | $7,243-94.1% | $12,431-96.6% | $5,306-92.0% |