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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 | $28,119 | $78,707-64.3% | $117,861-76.1% | $70,126-59.9% |
| Participation rate | 34.9% | 73.2%-38.3pp | 79.7%-44.7pp | 69.5%-34.6pp |
| Annual return | 18.47% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.7pp |
| Employer contribution / active EE | $266 | $2,223-88.0% | $3,786-93.0% | $2,343-88.6% |
| Participant deferral / active EE | $2,484 | $3,297-24.7% | $4,482-44.6% | $3,332-25.4% |
| Admin fee / account holder | $2,442 | $5,066-51.8% | $8,021-69.6% | $4,645-47.4% |