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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 | $19,358 | $58,828-67.1% | $78,002-75.2% | $62,881-69.2% |
| Participation rate | 60.9% | 71.1%-10.2pp | 75.5%-14.7pp | 69.3%-8.4pp |
| Annual return | 6.54% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,260 | $2,686-53.1% | $3,497-64.0% | $3,203-60.7% |
| Admin fee / account holder | $1,370 | $4,393-68.8% | $5,481-75.0% | $4,296-68.1% |