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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 | $20,755 | $81,487-74.5% | $102,412-79.7% | $80,935-74.4% |
| Participation rate | 34.8% | 66.8%-32.0pp | 74.5%-39.7pp | 67.7%-32.8pp |
| Annual return | 184.65% | 25.60%+159.1pp | 24.94%+159.7pp | 35.66%+149.0pp |
| Employer contribution / active EE | $723 | $3,103-76.7% | $3,870-81.3% | $2,757-73.8% |
| Participant deferral / active EE | $2,158 | $3,871-44.3% | $5,060-57.4% | $4,299-49.8% |
| Admin fee / account holder | $839 | $6,717-87.5% | $8,388-90.0% | $6,924-87.9% |