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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 | $8,389 | $84,236-90.0% | $170,435-95.1% | $70,126-88.0% |
| Participation rate | 57.8% | 70.8%-13.0pp | 83.6%-25.8pp | 69.5%-11.7pp |
| Annual return | 19.80% | 23.06%-3.3pp | 205.94%-186.1pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,538 | $3,086-50.2% | $4,939-68.9% | $3,332-53.8% |
| Admin fee / account holder | $1,903 | $5,698-66.6% | $13,881-86.3% | $4,645-59.0% |