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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 | $11,824 | $84,236-86.0% | $170,435-93.1% | $70,126-83.1% |
| Participation rate | 41.0% | 70.8%-29.8pp | 83.6%-42.6pp | 69.5%-28.5pp |
| Annual return | 13.44% | 23.06%-9.6pp | 205.94%-192.5pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,291 | $3,086-58.2% | $4,939-73.9% | $3,332-61.3% |
| Admin fee / account holder | $6,220 | $5,698+9.2% | $13,881-55.2% | $4,645+33.9% |