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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 | $25,068 | $86,949-71.2% | $102,460-75.5% | $80,959-69.0% |
| Participation rate | 53.0% | 72.4%-19.4pp | 76.5%-23.5pp | 67.7%-14.6pp |
| Annual return | 13.56% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $243 | $2,370-89.7% | $3,025-92.0% | $2,757-91.2% |
| Participant deferral / active EE | $2,454 | $4,121-40.5% | $5,056-51.5% | $4,300-42.9% |
| Admin fee / account holder | $7,633 | $8,048-5.2% | $9,460-19.3% | $6,925+10.2% |