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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 | $10,048 | $58,888-82.9% | $178,499-94.4% | $73,493-86.3% |
| Participation rate | 35.9% | 66.2%-30.3pp | 81.9%-46.0pp | 70.7%-34.8pp |
| Annual return | 18.54% | 24.86%-6.3pp | 151.10%-132.6pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,529 | $2,568-40.5% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $424 | $400+5.8% | $13,986-97.0% | $513-17.4% |