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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 | $18,928 | $106,749-82.3% | $145,433-87.0% | $82,448-77.0% |
| Participation rate | 51.6% | 75.6%-24.0pp | 82.1%-30.5pp | 68.1%-16.5pp |
| Annual return | 21.84% | 27.59%-5.8pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $429 | $3,444-87.6% | $4,554-90.6% | $2,551-83.2% |
| Participant deferral / active EE | $3,105 | $6,519-52.4% | $7,897-60.7% | $4,139-25.0% |
| Admin fee / account holder | $816 | $8,390-90.3% | $13,129-93.8% | $7,234-88.7% |