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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 | $11,940 | $110,307-89.2% | $96,576-87.6% | $139,456-91.4% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 10.65% | 26.40%-15.8pp | 25.87%-15.2pp | 373.45%-362.8pp |
| Employer contribution / active EE | $589 | $3,619-83.7% | $2,965-80.1% | $4,753-87.6% |
| Participant deferral / active EE | $3,896 | $5,547-29.8% | $4,851-19.7% | $6,711-41.9% |
| Admin fee / account holder | $15,828 | $11,597+36.5% | $8,253+91.8% | $11,407+38.8% |