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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 | $16,152 | $76,367-78.9% | $93,614-82.7% | $72,983-77.9% |
| Participation rate | 36.7% | 71.7%-35.1pp | 75.8%-39.2pp | 69.5%-32.8pp |
| Annual return | 19.58% | 25.82%-6.2pp | 32.76%-13.2pp | 81.01%-61.4pp |
| Employer contribution / active EE | $165 | $2,275-92.8% | $2,718-93.9% | $2,440-93.2% |
| Participant deferral / active EE | $1,472 | $3,538-58.4% | $4,069-63.8% | $3,608-59.2% |
| Admin fee / account holder | $7,452 | $6,838+9.0% | $7,889-5.5% | $5,124+45.4% |