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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 | $19,302 | $93,589-79.4% | $135,942-85.8% | $75,181-74.3% |
| Participation rate | 31.1% | 75.2%-44.1pp | 81.9%-50.8pp | 67.2%-36.1pp |
| Annual return | 25.59% | 30.90%-5.3pp | 68.28%-42.7pp | 160.69%-135.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,742 | $6,405-41.6% | $7,759-51.8% | $4,126-9.3% |
| Admin fee / account holder | $3,160 | $6,977-54.7% | $10,764-70.6% | $5,650-44.1% |