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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 | $11,321 | $73,988-84.7% | $96,538-88.3% | $75,177-84.9% |
| Participation rate | 57.7% | 66.4%-8.7pp | 74.3%-16.7pp | 67.2%-9.5pp |
| Annual return | 15.27% | 26.73%-11.5pp | 35.74%-20.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,226 | $3,660-39.2% | $4,880-54.4% | $4,126-46.1% |
| Admin fee / account holder | $807 | $5,220-84.5% | $6,737-88.0% | $5,651-85.7% |