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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 | $12,981 | $72,012-82.0% | $185,827-93.0% | $79,858-83.7% |
| Participation rate | 30.6% | 65.8%-35.2pp | 78.0%-47.5pp | 69.6%-39.1pp |
| Annual return | 17.52% | 23.12%-5.6pp | 35.96%-18.4pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,652 | $3,779-56.3% | $5,633-70.7% | $3,740-55.8% |
| Admin fee / account holder | $515 | $4,513-88.6% | $9,502-94.6% | $5,306-90.3% |