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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 | $12,977 | $171,272-92.4% | $127,803-89.8% | $152,885-91.5% |
| Participation rate | 61.5% | 83.5%-21.9pp | 79.0%-17.5pp | 82.5%-20.9pp |
| Annual return | 19.77% | 23.54%-3.8pp | 26.14%-6.4pp | 345.39%-325.6pp |
| Employer contribution / active EE | $1,163 | $5,451-78.7% | $4,576-74.6% | $4,763-75.6% |
| Participant deferral / active EE | $2,850 | $7,043-59.5% | $6,023-52.7% | $5,851-51.3% |
| Admin fee / account holder | $861 | $14,540-94.1% | $9,399-90.8% | $11,598-92.6% |