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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 | $15,476 | $150,346-89.7% | $120,524-87.2% | $145,877-89.4% |
| Participation rate | 46.7% | 78.8%-32.1pp | 71.9%-25.3pp | 80.3%-33.6pp |
| Annual return | 17.28% | 154.40%-137.1pp | 107.36%-90.1pp | 551.28%-534.0pp |
| Employer contribution / active EE | $666 | $4,353-84.7% | $3,469-80.8% | $4,663-85.7% |
| Participant deferral / active EE | $2,161 | $6,172-65.0% | $4,994-56.7% | $6,691-67.7% |
| Admin fee / account holder | $6,975 | $12,215-42.9% | $9,440-26.1% | $13,402-48.0% |