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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 | $24,768 | $102,429-75.8% | $147,096-83.2% | $80,925-69.4% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 14.71% | 135.02%-120.3pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $531 | $3,716-85.7% | $4,936-89.2% | $2,756-80.7% |
| Participant deferral / active EE | $2,954 | $6,649-55.6% | $8,071-63.4% | $4,299-31.3% |
| Admin fee / account holder | $1,106 | $7,957-86.1% | $13,005-91.5% | $6,940-84.1% |