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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 | $12,682 | $58,048-78.2% | $94,215-86.5% | $65,306-80.6% |
| Participation rate | 21.6% | 45.3%-23.7pp | 70.0%-48.3pp | 57.7%-36.1pp |
| Annual return | 17.10% | 19.61%-2.5pp | 28.22%-11.1pp | 21.94%-4.8pp |
| Employer contribution / active EE | $0 | $1,427-100.0% | $2,675-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,378 | $2,407-42.8% | $4,276-67.8% | $2,959-53.5% |
| Admin fee / account holder | $3,139 | $4,610-31.9% | $10,216-69.3% | $3,480-9.8% |