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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 | $17,416 | $140,592-87.6% | $123,106-85.9% | $125,388-86.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | -1.75% | 16.80%-18.5pp | 13.22%-15.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $425 | $6,041-93.0% | $5,151-91.7% | $4,866-91.3% |
| Participant deferral / active EE | $2,556 | $6,980-63.4% | $6,229-59.0% | $5,352-52.2% |
| Admin fee / account holder | $972 | $11,198-91.3% | $9,015-89.2% | $9,541-89.8% |