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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 | $25,383 | $78,705-67.7% | $117,860-78.5% | $70,124-63.8% |
| Participation rate | 68.9% | 73.2%-4.3pp | 79.7%-10.8pp | 69.5%-0.7pp |
| Annual return | 18.41% | 23.30%-4.9pp | 335.10%-316.7pp | 73.14%-54.7pp |
| Employer contribution / active EE | $167 | $2,223-92.5% | $3,786-95.6% | $2,342-92.9% |
| Participant deferral / active EE | $2,410 | $3,297-26.9% | $4,482-46.2% | $3,332-27.7% |
| Admin fee / account holder | $1,583 | $5,065-68.7% | $8,021-80.3% | $4,645-65.9% |