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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 | $12,329 | $155,555-92.1% | $146,866-91.6% | $155,188-92.1% |
| Participation rate | 61.1% | 84.0%-22.8pp | 82.5%-21.4pp | 80.8%-19.7pp |
| Annual return | 23.72% | 115.41%-91.7pp | 102.85%-79.1pp | 148.84%-125.1pp |
| Employer contribution / active EE | $686 | $4,647-85.2% | $4,425-84.5% | $4,248-83.9% |
| Participant deferral / active EE | $3,860 | $8,044-52.0% | $7,759-50.2% | $6,531-40.9% |
| Admin fee / account holder | $5,423 | $14,755-63.2% | $13,620-60.2% | $14,480-62.5% |