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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 | $19,253 | $162,821-88.2% | $133,978-85.6% | $158,982-87.9% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 41.33% | 41.95%-0.6pp | 45.10%-3.8pp | 302.99%-261.7pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,362 | $5,910-26.2% | $5,047-13.6% | $5,983-27.1% |
| Admin fee / account holder | $3,617 | $11,742-69.2% | $8,930-59.5% | $11,252-67.9% |