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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 | $14,750 | $123,000-88.0% | $105,582-86.0% | $198,609-92.6% |
| Participation rate | 50.0% | 76.8%-26.8pp | 71.8%-21.8pp | 82.4%-32.4pp |
| Annual return | 23.53% | 18.31%+5.2pp | 18.61%+4.9pp | 202.70%-179.2pp |
| Employer contribution / active EE | $698 | $3,582-80.5% | $2,984-76.6% | $5,055-86.2% |
| Participant deferral / active EE | $2,122 | $5,013-57.7% | $4,353-51.3% | $6,977-69.6% |
| Admin fee / account holder | $591 | $16,254-96.4% | $12,856-95.4% | $19,030-96.9% |