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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 | $11,057 | $156,616-92.9% | $133,346-91.7% | $198,609-94.4% |
| Participation rate | 61.9% | 77.7%-15.8pp | 72.8%-10.9pp | 82.4%-20.5pp |
| Annual return | 14.09% | 44.25%-30.2pp | 36.85%-22.8pp | 202.70%-188.6pp |
| Employer contribution / active EE | $559 | $3,368-83.4% | $2,853-80.4% | $5,055-88.9% |
| Participant deferral / active EE | $1,739 | $4,920-64.7% | $4,332-59.9% | $6,977-75.1% |
| Admin fee / account holder | $1,551 | $17,468-91.1% | $14,264-89.1% | $19,030-91.8% |