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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 | $17,694 | $93,589-81.1% | $135,942-87.0% | $75,181-76.5% |
| Participation rate | 51.3% | 75.2%-23.9pp | 81.9%-30.6pp | 67.2%-15.9pp |
| Annual return | 31.11% | 30.90%+0.2pp | 68.28%-37.2pp | 160.69%-129.6pp |
| Employer contribution / active EE | $250 | $3,537-92.9% | $4,858-94.8% | $2,671-90.6% |
| Participant deferral / active EE | $3,373 | $6,405-47.3% | $7,759-56.5% | $4,126-18.2% |
| Admin fee / account holder | $1,248 | $6,977-82.1% | $10,764-88.4% | $5,650-77.9% |