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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 | $17,944 | $105,284-83.0% | $150,734-88.1% | $94,015-80.9% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.4%-18.4pp | 70.8%-10.8pp |
| Annual return | 18.21% | 15.67%+2.5pp | 600.81%-582.6pp | 17.84%+0.4pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,602 | $4,274-39.1% | $5,610-53.6% | $4,249-38.8% |
| Admin fee / account holder | $692 | $9,839-93.0% | $14,905-95.4% | $8,951-92.3% |