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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 | $19,541 | $72,272-73.0% | $101,264-80.7% | $79,858-75.5% |
| Participation rate | 29.7% | 68.5%-38.7pp | 75.8%-46.1pp | 69.6%-39.9pp |
| Annual return | 20.40% | 22.30%-1.9pp | 46.48%-26.1pp | 31.72%-11.3pp |
| Employer contribution / active EE | $329 | $2,692-87.8% | $3,660-91.0% | $2,471-86.7% |
| Participant deferral / active EE | $1,467 | $3,282-55.3% | $4,370-66.4% | $3,740-60.8% |
| Admin fee / account holder | $1,074 | $4,401-75.6% | $5,947-81.9% | $5,306-79.8% |