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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 | $13,533 | $65,027-79.2% | $90,970-85.1% | $79,852-83.1% |
| Participation rate | 34.8% | 61.6%-26.8pp | 69.0%-34.2pp | 69.6%-34.9pp |
| Annual return | 13.78% | 30.45%-16.7pp | 134.58%-120.8pp | 31.72%-17.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,282 | $2,512-9.2% | $3,373-32.4% | $3,740-39.0% |
| Admin fee / account holder | $2,343 | $4,535-48.3% | $5,960-60.7% | $5,306-55.8% |