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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 | $27,057 | $167,415-83.8% | $140,514-80.7% | $198,609-86.4% |
| Participation rate | 65.0% | 80.9%-15.9pp | 77.8%-12.8pp | 82.4%-17.4pp |
| Annual return | 10.46% | 13.85%-3.4pp | 14.36%-3.9pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,325 | $5,579-40.4% | $4,919-32.4% | $6,977-52.3% |
| Admin fee / account holder | $6,252 | $16,730-62.6% | $13,697-54.4% | $19,030-67.1% |