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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 | $11,442 | $48,078-76.2% | $78,676-85.5% | $62,881-81.8% |
| Participation rate | 61.9% | 65.2%-3.3pp | 73.6%-11.7pp | 69.3%-7.4pp |
| Annual return | 8.46% | 31.36%-22.9pp | 62.19%-53.7pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,167 | $2,587-16.2% | $3,517-38.4% | $3,203-32.3% |
| Admin fee / account holder | $3,426 | $3,206+6.9% | $4,510-24.0% | $4,296-20.2% |