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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 | $22,247 | $67,411-67.0% | $91,004-75.6% | $70,126-68.3% |
| Participation rate | 55.6% | 71.4%-15.8pp | 75.6%-20.0pp | 69.5%-14.0pp |
| Annual return | 30.32% | -40.16%+70.5pp | 4.60%+25.7pp | 73.15%-42.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,542 | $2,823-45.4% | $3,548-56.5% | $3,332-53.7% |
| Admin fee / account holder | $7,698 | $4,236+81.7% | $5,417+42.1% | $4,645+65.7% |