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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 | $14,399 | $112,935-87.2% | $90,970-84.2% | $158,966-90.9% |
| Participation rate | 31.6% | 74.7%-43.2pp | 69.0%-37.4pp | 82.0%-50.4pp |
| Annual return | 17.43% | 215.79%-198.4pp | 134.58%-117.1pp | 302.95%-285.5pp |
| Employer contribution / active EE | $289 | $2,895-90.0% | $2,122-86.4% | $4,762-93.9% |
| Participant deferral / active EE | $1,160 | $4,129-71.9% | $3,373-65.6% | $5,983-80.6% |
| Admin fee / account holder | $885 | $8,045-89.0% | $5,960-85.2% | $11,250-92.1% |