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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 | $17,978 | $72,269-75.1% | $101,271-82.2% | $79,852-77.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 16.72% | 22.29%-5.6pp | 46.48%-29.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $607 | $2,692-77.4% | $3,660-83.4% | $2,471-75.4% |
| Participant deferral / active EE | $2,490 | $3,282-24.1% | $4,371-43.0% | $3,740-33.4% |
| Admin fee / account holder | $1,777 | $4,401-59.6% | $5,948-70.1% | $5,306-66.5% |