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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 | $17,603 | $113,338-84.5% | $94,993-81.5% | $147,586-88.1% |
| Participation rate | 57.1% | 78.0%-20.8pp | 73.9%-16.7pp | 82.8%-25.7pp |
| Annual return | 12.59% | 20.80%-8.2pp | 27.14%-14.6pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $791 | $3,777-79.0% | $3,317-76.1% | $5,439-85.5% |
| Admin fee / account holder | $2,171 | $6,063-64.2% | $4,960-56.2% | $10,886-80.1% |