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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 | $17,888 | $76,551-76.6% | $123,894-85.6% | $62,881-71.6% |
| Participation rate | 40.4% | 73.0%-32.6pp | 81.4%-41.1pp | 69.3%-29.0pp |
| Annual return | 51.47% | 18.68%+32.8pp | 47.52%+4.0pp | 20.14%+31.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,563 | $4,840-47.0% | $5,984-57.2% | $3,203-20.0% |
| Admin fee / account holder | $910 | $4,826-81.1% | $8,357-89.1% | $4,296-78.8% |