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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 | $19,174 | $81,504-76.5% | $102,437-81.3% | $80,959-76.3% |
| Participation rate | 39.2% | 66.9%-27.7pp | 74.5%-35.3pp | 67.7%-28.5pp |
| Annual return | 13.26% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $453 | $3,104-85.4% | $3,871-88.3% | $2,757-83.6% |
| Participant deferral / active EE | $1,704 | $3,871-56.0% | $5,060-66.3% | $4,300-60.4% |
| Admin fee / account holder | $1,678 | $6,719-75.0% | $8,388-80.0% | $6,925-75.8% |