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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 | $8,275 | $51,083-83.8% | $70,548-88.3% | $71,495-88.4% |
| Participation rate | 28.4% | 59.4%-30.9pp | 68.3%-39.9pp | 67.9%-39.5pp |
| Annual return | 19.51% | 42.64%-23.1pp | 32.78%-13.3pp | 28.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,791-100.0% | $2,975-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,012 | $3,028-66.6% | $4,567-77.8% | $4,291-76.4% |
| Admin fee / account holder | $747 | $1,995-62.5% | $6,424-88.4% | $1,588-52.9% |