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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 | $14,093 | $56,054-74.9% | $171,082-91.8% | $62,881-77.6% |
| Participation rate | 19.7% | 62.9%-43.2pp | 76.7%-57.0pp | 69.3%-49.6pp |
| Annual return | 10.22% | 22.52%-12.3pp | 32.56%-22.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,167 | $3,158-63.1% | $4,797-75.7% | $3,203-63.6% |
| Admin fee / account holder | $426 | $3,647-88.3% | $8,520-95.0% | $4,296-90.1% |