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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 | $37,268 | $91,120-59.1% | $161,149-76.9% | $64,097-41.9% |
| Participation rate | 37.7% | 62.2%-24.5pp | 78.8%-41.2pp | 55.2%-17.5pp |
| Annual return | 13.00% | 17.95%-5.0pp | 21.16%-8.2pp | 34.64%-21.6pp |
| Employer contribution / active EE | $353 | $2,284-84.6% | $4,360-91.9% | $1,891-81.4% |
| Participant deferral / active EE | $1,673 | $3,708-54.9% | $6,153-72.8% | $3,080-45.7% |
| Admin fee / account holder | $10,268 | $4,535+126.4% | $15,194-32.4% | $3,454+197.2% |