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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 | $23,582 | $80,992-70.9% | $96,534-75.6% | $75,173-68.6% |
| Participation rate | 37.0% | 71.8%-34.8pp | 76.0%-38.9pp | 67.2%-30.2pp |
| Annual return | 15.73% | 27.05%-11.3pp | 25.88%-10.2pp | 160.72%-145.0pp |
| Employer contribution / active EE | $190 | $2,283-91.7% | $2,965-93.6% | $2,671-92.9% |
| Participant deferral / active EE | $2,178 | $3,929-44.6% | $4,851-55.1% | $4,126-47.2% |
| Admin fee / account holder | $607 | $6,717-91.0% | $8,253-92.6% | $5,651-89.3% |