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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 | $10,412 | $50,464-79.4% | $75,784-86.3% | $52,331-80.1% |
| Participation rate | 24.2% | 66.8%-42.6pp | 75.8%-51.6pp | 68.1%-43.9pp |
| Annual return | 0.84% | 1.03%-0.2pp | 9.68%-8.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,846 | $2,570-28.2% | $3,652-49.4% | $3,022-38.9% |
| Admin fee / account holder | $2,614 | $1,103+137.0% | $5,300-50.7% | $592+341.8% |