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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 | $19,837 | $72,486-72.6% | $87,103-77.2% | $72,976-72.8% |
| Participation rate | 26.7% | 72.8%-46.1pp | 76.9%-50.1pp | 69.5%-42.7pp |
| Annual return | 30.01% | 24.46%+5.5pp | 28.19%+1.8pp | 81.02%-51.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,239 | $3,270-31.5% | $4,049-44.7% | $3,608-37.9% |
| Admin fee / account holder | $2,074 | $5,055-59.0% | $7,491-72.3% | $5,124-59.5% |