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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 | $20,725 | $67,602-69.3% | $82,312-74.8% | $70,126-70.4% |
| Participation rate | 48.1% | 72.8%-24.7pp | 76.9%-28.8pp | 69.5%-21.5pp |
| Annual return | 18.92% | 21.57%-2.6pp | 25.88%-7.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $301 | $1,755-82.8% | $2,428-87.6% | $2,343-87.1% |
| Participant deferral / active EE | $1,680 | $2,987-43.7% | $3,706-54.7% | $3,332-49.6% |
| Admin fee / account holder | $799 | $4,512-82.3% | $5,608-85.8% | $4,645-82.8% |