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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 | $21,736 | $178,174-87.8% | $156,181-86.1% | $137,256-84.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 29.43% | 84.19%-54.8pp | 64.87%-35.4pp | 220.34%-190.9pp |
| Employer contribution / active EE | $971 | $4,972-80.5% | $4,294-77.4% | $4,156-76.6% |
| Participant deferral / active EE | $4,388 | $6,888-36.3% | $6,132-28.4% | $6,407-31.5% |
| Admin fee / account holder | $4,593 | $17,404-73.6% | $14,586-68.5% | $12,270-62.6% |