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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 | $11,070 | $142,426-92.2% | $115,167-90.4% | $152,909-92.8% |
| Participation rate | 41.7% | 82.4%-40.7pp | 75.9%-34.2pp | 82.5%-40.8pp |
| Annual return | 9.32% | 41.48%-32.2pp | 35.60%-26.3pp | 345.46%-336.1pp |
| Employer contribution / active EE | $0 | $4,011-100.0% | $3,179-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,698 | $5,165-28.4% | $4,169-11.3% | $5,851-36.8% |
| Admin fee / account holder | $2,086 | $8,464-75.4% | $7,089-70.6% | $11,601-82.0% |