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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 | $27,990 | $87,132-67.9% | $105,624-73.5% | $80,959-65.4% |
| Participation rate | 63.8% | 70.4%-6.6pp | 75.3%-11.4pp | 67.7%-3.8pp |
| Annual return | 55.35% | 17.03%+38.3pp | 116.20%-60.9pp | 35.67%+19.7pp |
| Employer contribution / active EE | $454 | $2,397-81.0% | $3,168-85.7% | $2,757-83.5% |
| Participant deferral / active EE | $3,069 | $3,985-23.0% | $5,013-38.8% | $4,300-28.6% |
| Admin fee / account holder | $1,665 | $8,449-80.3% | $10,961-84.8% | $6,925-76.0% |