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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 | $17,660 | $106,864-83.5% | $147,318-88.0% | $82,637-78.6% |
| Participation rate | 55.2% | 75.5%-20.3pp | 82.1%-26.9pp | 68.1%-12.9pp |
| Annual return | 18.34% | 27.49%-9.1pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,575 | $6,496-45.0% | $7,906-54.8% | $4,126-13.4% |
| Admin fee / account holder | $2,488 | $8,415-70.4% | $13,708-81.8% | $7,339-66.1% |