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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 | $17,245 | $68,878-75.0% | $120,574-85.7% | $80,935-78.7% |
| Participation rate | 40.7% | 61.7%-20.9pp | 71.9%-31.2pp | 67.7%-26.9pp |
| Annual return | 26.39% | 23.67%+2.7pp | 107.42%-81.0pp | 35.66%-9.3pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,370 | $3,189+68.4% | $4,996+7.5% | $4,299+24.9% |
| Admin fee / account holder | $4,616 | $5,782-20.2% | $9,445-51.1% | $6,924-33.3% |