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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 | $24,957 | $177,595-85.9% | $148,496-83.2% | $198,609-87.4% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.0%-9.4pp | 82.4%-15.7pp |
| Annual return | 14.11% | 9.97%+4.1pp | 12.33%+1.8pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,431 | $5,539-56.1% | $4,808-49.4% | $6,977-65.2% |
| Admin fee / account holder | $1,965 | $27,010-92.7% | $19,547-89.9% | $19,030-89.7% |