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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 | $15,346 | $53,774-71.5% | $134,162-88.6% | $79,856-80.8% |
| Participation rate | 44.0% | 58.8%-14.8pp | 72.2%-28.2pp | 69.6%-25.6pp |
| Annual return | 14.79% | 19.01%-4.2pp | 36.35%-21.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,568 | $2,420-35.2% | $3,500-55.2% | $3,741-58.1% |
| Admin fee / account holder | $302 | $3,985-92.4% | $6,685-95.5% | $5,306-94.3% |