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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 | $17,610 | $64,324-72.6% | $118,946-85.2% | $79,858-77.9% |
| Participation rate | 39.1% | 64.9%-25.7pp | 75.4%-36.3pp | 69.6%-30.5pp |
| Annual return | 29.59% | 86.45%-56.9pp | 35.89%-6.3pp | 31.72%-2.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,865 | $2,824+1.4% | $4,266-32.8% | $3,740-23.4% |
| Admin fee / account holder | $300 | $4,040-92.6% | $6,581-95.4% | $5,306-94.3% |