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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 | $18,291 | $48,364-62.2% | $71,796-74.5% | $62,881-70.9% |
| Participation rate | 37.7% | 60.6%-22.9pp | 69.1%-31.4pp | 69.3%-31.6pp |
| Annual return | 8.10% | 13.16%-5.1pp | 78.04%-69.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $96 | $1,042-90.8% | $1,924-95.0% | $2,281-95.8% |
| Participant deferral / active EE | $1,179 | $2,091-43.6% | $2,794-57.8% | $3,203-63.2% |
| Admin fee / account holder | $2,315 | $3,771-38.6% | $4,815-51.9% | $4,296-46.1% |