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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 | $15,163 | $62,586-75.8% | $76,766-80.2% | $64,181-76.4% |
| Participation rate | 56.0% | 72.8%-16.8pp | 77.0%-21.0pp | 69.6%-13.6pp |
| Annual return | -4.02% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $364 | $1,832-80.1% | $2,485-85.4% | $2,381-84.7% |
| Participant deferral / active EE | $1,762 | $3,145-44.0% | $3,851-54.2% | $3,470-49.2% |
| Admin fee / account holder | $19,528 | $4,667+318.4% | $6,675+192.6% | $4,887+299.6% |