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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 | $10,615 | $56,894-81.3% | $84,753-87.5% | $62,881-83.1% |
| Participation rate | 38.1% | 68.5%-30.4pp | 76.6%-38.5pp | 69.3%-31.2pp |
| Annual return | 8.11% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,188 | $2,709-56.2% | $3,712-68.0% | $3,203-62.9% |
| Admin fee / account holder | $1,666 | $3,581-53.5% | $5,333-68.8% | $4,296-61.2% |