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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 | $12,107 | $99,345-87.8% | $84,753-85.7% | $273,972-95.6% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | 9.03% | 22.93%-13.9pp | 22.78%-13.8pp | 41.46%-32.4pp |
| Employer contribution / active EE | $595 | $4,214-85.9% | $3,574-83.4% | $4,869-87.8% |
| Participant deferral / active EE | $2,445 | $4,270-42.7% | $3,712-34.1% | $5,287-53.8% |
| Admin fee / account holder | $423 | $6,645-93.6% | $5,333-92.1% | $10,133-95.8% |