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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 | $18,802 | $223,823-91.6% | $211,142-91.1% | $154,746-87.8% |
| Participation rate | 68.4% | 87.9%-19.4pp | 87.3%-18.9pp | 80.7%-12.3pp |
| Annual return | 16.96% | 50.39%-33.4pp | 46.84%-29.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $982 | $6,787-85.5% | $6,442-84.7% | $4,379-77.6% |
| Participant deferral / active EE | $4,632 | $9,750-52.5% | $9,284-50.1% | $6,730-31.2% |
| Admin fee / account holder | $1,823 | $19,707-90.8% | $19,076-90.4% | $14,365-87.3% |