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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 | $24,157 | $201,372-88.0% | $184,260-86.9% | $145,884-83.4% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 24.98% | 29.04%-4.1pp | 28.84%-3.9pp | 551.85%-526.9pp |
| Employer contribution / active EE | $1,291 | $7,024-81.6% | $6,427-79.9% | $4,662-72.3% |
| Participant deferral / active EE | $4,674 | $9,808-52.3% | $9,133-48.8% | $6,690-30.1% |
| Admin fee / account holder | $639 | $16,362-96.1% | $13,898-95.4% | $13,392-95.2% |