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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 | $11,121 | $84,236-86.8% | $170,439-93.5% | $70,124-84.1% |
| Participation rate | 59.5% | 70.8%-11.3pp | 83.6%-24.1pp | 69.5%-10.0pp |
| Annual return | 19.76% | 23.06%-3.3pp | 205.94%-186.2pp | 73.14%-53.4pp |
| Employer contribution / active EE | $94 | $3,387-97.2% | $5,433-98.3% | $2,342-96.0% |
| Participant deferral / active EE | $907 | $3,086-70.6% | $4,939-81.6% | $3,332-72.8% |
| Admin fee / account holder | $1,021 | $5,698-82.1% | $13,881-92.6% | $4,645-78.0% |