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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 | $13,150 | $53,596-75.5% | $90,657-85.5% | $64,173-79.5% |
| Participation rate | 52.4% | 64.5%-12.1pp | 74.0%-21.6pp | 69.6%-17.2pp |
| Annual return | -5.82% | 4.41%-10.2pp | 1.89%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $70 | $1,503-95.4% | $2,532-97.3% | $2,381-97.1% |
| Participant deferral / active EE | $1,330 | $2,459-45.9% | $3,424-61.2% | $3,470-61.7% |
| Admin fee / account holder | $1,795 | $3,868-53.6% | $4,994-64.1% | $4,887-63.3% |