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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 | $23,264 | $162,812-85.7% | $133,971-82.6% | $158,966-85.4% |
| Participation rate | 36.8% | 83.2%-46.4pp | 79.8%-43.0pp | 82.0%-45.1pp |
| Annual return | 9.50% | 41.94%-32.4pp | 45.09%-35.6pp | 302.95%-293.4pp |
| Employer contribution / active EE | $558 | $4,976-88.8% | $3,919-85.8% | $4,762-88.3% |
| Participant deferral / active EE | $2,352 | $5,910-60.2% | $5,047-53.4% | $5,983-60.7% |
| Admin fee / account holder | $5,296 | $11,741-54.9% | $8,929-40.7% | $11,250-52.9% |