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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 | $9,684 | $101,795-90.5% | $165,100-94.1% | $80,959-88.0% |
| Participation rate | 62.2% | 71.8%-9.7pp | 78.6%-16.5pp | 67.7%-5.5pp |
| Annual return | 15.66% | 16.73%-1.1pp | 70.21%-54.5pp | 35.67%-20.0pp |
| Employer contribution / active EE | $452 | $2,954-84.7% | $4,348-89.6% | $2,757-83.6% |
| Participant deferral / active EE | $3,679 | $4,476-17.8% | $6,035-39.0% | $4,300-14.5% |
| Admin fee / account holder | $11,306 | $8,221+37.5% | $12,696-10.9% | $6,925+63.3% |