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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 | $20,536 | $93,617-78.1% | $135,982-84.9% | $75,177-72.7% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.8pp | 67.2%-4.0pp |
| Annual return | 24.91% | 30.89%-6.0pp | 68.32%-43.4pp | 160.75%-135.8pp |
| Employer contribution / active EE | $360 | $3,538-89.8% | $4,859-92.6% | $2,671-86.5% |
| Participant deferral / active EE | $7,519 | $6,406+17.4% | $7,760-3.1% | $4,126+82.2% |
| Admin fee / account holder | $3,237 | $6,980-53.6% | $10,767-69.9% | $5,651-42.7% |