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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 | $13,212 | $94,436-86.0% | $115,599-88.6% | $82,637-84.0% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.3%-7.6pp | 68.1%-1.4pp |
| Annual return | 16.04% | 18.37%-2.3pp | 111.10%-95.1pp | 53.51%-37.5pp |
| Employer contribution / active EE | $580 | $2,324-75.0% | $2,955-80.4% | $2,552-77.3% |
| Participant deferral / active EE | $2,153 | $3,955-45.6% | $4,889-56.0% | $4,126-47.8% |
| Admin fee / account holder | $1,082 | $10,328-89.5% | $12,841-91.6% | $7,339-85.3% |