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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 | $30,892 | $83,843-63.2% | $123,973-75.1% | $65,306-52.7% |
| Participation rate | 35.8% | 56.0%-20.2pp | 76.7%-40.9pp | 57.7%-21.9pp |
| Annual return | 18.23% | 19.87%-1.6pp | 388.13%-369.9pp | 21.94%-3.7pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,065 | $2,997-31.1% | $5,247-60.6% | $2,959-30.2% |
| Admin fee / account holder | $2,507 | $4,735-47.1% | $11,799-78.8% | $3,480-28.0% |