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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 | $32,096 | $143,969-77.7% | $199,883-83.9% | $82,637-61.2% |
| Participation rate | 53.6% | 84.1%-30.6pp | 86.8%-33.2pp | 68.1%-14.5pp |
| Annual return | 17.15% | 25.67%-8.5pp | 43.81%-26.7pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,151 | $4,632-75.1% | $6,261-81.6% | $2,552-54.9% |
| Participant deferral / active EE | $3,249 | $6,937-53.2% | $9,138-64.4% | $4,126-21.3% |
| Admin fee / account holder | $1,837 | $14,597-87.4% | $17,268-89.4% | $7,339-75.0% |