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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 | $17,191 | $88,707-80.6% | $74,184-76.8% | $273,972-93.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 6.57% | 11.94%-5.4pp | 17.74%-11.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,065 | $4,212-51.0% | $3,550-41.8% | $5,287-60.9% |
| Admin fee / account holder | $5,115 | $8,717-41.3% | $5,586-8.4% | $10,133-49.5% |