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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 | $29,703 | $68,607-56.7% | $147,027-79.8% | $64,340-53.8% |
| Participation rate | 59.5% | 50.4%+9.1pp | 73.7%-14.3pp | 55.2%+4.2pp |
| Annual return | 12.00% | 13.75%-1.7pp | 20.23%-8.2pp | 24.14%-12.1pp |
| Employer contribution / active EE | $320 | $1,554-79.4% | $3,626-91.2% | $1,862-82.8% |
| Participant deferral / active EE | $1,684 | $2,402-29.9% | $4,933-65.9% | $2,980-43.5% |
| Admin fee / account holder | $1,376 | $3,287-58.2% | $12,223-88.7% | $3,703-62.8% |