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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 | $14,365 | $72,273-80.1% | $101,275-85.8% | $79,856-82.0% |
| Participation rate | 40.9% | 68.5%-27.6pp | 75.8%-34.9pp | 69.6%-28.7pp |
| Annual return | 21.24% | 22.30%-1.1pp | 46.48%-25.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $395 | $2,691-85.3% | $3,660-89.2% | $2,471-84.0% |
| Participant deferral / active EE | $1,775 | $3,282-45.9% | $4,371-59.4% | $3,741-52.6% |
| Admin fee / account holder | $430 | $4,401-90.2% | $5,948-92.8% | $5,306-91.9% |