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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 | $18,846 | $76,551-75.4% | $123,894-84.8% | $62,881-70.0% |
| Participation rate | 68.0% | 73.0%-5.0pp | 81.4%-13.4pp | 69.3%-1.3pp |
| Annual return | 5.91% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,225 | $4,840-54.0% | $5,984-62.8% | $3,203-30.5% |
| Admin fee / account holder | $3,392 | $4,826-29.7% | $8,357-59.4% | $4,296-21.0% |