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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 | $27,847 | $153,769-81.9% | $133,975-79.2% | $273,972-89.8% |
| Participation rate | 69.6% | 88.4%-18.8pp | 87.1%-17.5pp | 83.0%-13.5pp |
| Annual return | 7.51% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $543 | $6,029-91.0% | $5,211-89.6% | $4,869-88.9% |
| Participant deferral / active EE | $3,217 | $6,958-53.8% | $6,282-48.8% | $5,287-39.1% |
| Admin fee / account holder | $301 | $11,765-97.4% | $9,324-96.8% | $10,133-97.0% |