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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 | $12,489 | $79,894-84.4% | $135,792-90.8% | $82,637-84.9% |
| Participation rate | 44.2% | 63.0%-18.8pp | 72.6%-28.4pp | 68.1%-23.9pp |
| Annual return | 16.25% | 17.20%-0.9pp | 25.96%-9.7pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,192 | $3,194-62.7% | $4,759-75.0% | $4,126-71.1% |
| Admin fee / account holder | $1,344 | $6,434-79.1% | $12,266-89.0% | $7,339-81.7% |