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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 | $20,140 | $81,446-75.3% | $103,374-80.5% | $80,874-75.1% |
| Participation rate | 30.2% | 66.9%-36.6pp | 74.5%-44.3pp | 67.6%-37.4pp |
| Annual return | 10.91% | 25.57%-14.7pp | 24.89%-14.0pp | 35.62%-24.7pp |
| Employer contribution / active EE | $792 | $3,107-74.5% | $3,869-79.5% | $2,756-71.3% |
| Participant deferral / active EE | $3,314 | $3,870-14.4% | $5,058-34.5% | $4,297-22.9% |
| Admin fee / account holder | $15,159 | $6,715+125.8% | $8,394+80.6% | $6,935+118.6% |