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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 | $20,689 | $135,956-84.8% | $123,894-83.3% | $273,972-92.4% |
| Participation rate | 38.1% | 84.1%-46.0pp | 81.4%-43.3pp | 83.0%-44.9pp |
| Annual return | 23.09% | 56.63%-33.5pp | 47.52%-24.4pp | 41.46%-18.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,639 | $6,343-58.4% | $5,984-55.9% | $5,287-50.1% |
| Admin fee / account holder | $740 | $9,817-92.5% | $8,357-91.2% | $10,133-92.7% |