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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 | $19,108 | $88,583-78.4% | $88,497-78.4% | $273,972-93.0% |
| Participation rate | 33.3% | 83.5%-50.1pp | 82.4%-49.1pp | 83.0%-49.7pp |
| Annual return | 9.15% | 5.68%+3.5pp | 7.63%+1.5pp | 41.46%-32.3pp |
| Employer contribution / active EE | $979 | $4,502-78.3% | $4,036-75.7% | $4,869-79.9% |
| Participant deferral / active EE | $2,624 | $4,891-46.3% | $4,899-46.4% | $5,287-50.4% |
| Admin fee / account holder | $1,510 | $8,980-83.2% | $6,220-75.7% | $10,133-85.1% |