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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 | $11,754 | $63,949-81.6% | $129,031-90.9% | $94,015-87.5% |
| Participation rate | 61.7% | 63.4%-1.7pp | 73.4%-11.7pp | 70.8%-9.1pp |
| Annual return | 17.49% | 17.56%-0.1pp | 34.67%-17.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,773 | $3,686+83.7% | $5,217+29.8% | $4,249+59.4% |
| Admin fee / account holder | $3,898 | $5,523-29.4% | $13,208-70.5% | $8,951-56.5% |