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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 | $18,546 | $108,825-83.0% | $156,181-88.1% | $82,448-77.5% |
| Participation rate | 61.5% | 72.4%-10.8pp | 78.8%-17.3pp | 68.1%-6.5pp |
| Annual return | 19.06% | 20.59%-1.5pp | 64.87%-45.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $419 | $2,870-85.4% | $4,294-90.2% | $2,551-83.6% |
| Participant deferral / active EE | $3,399 | $4,577-25.7% | $6,132-44.6% | $4,139-17.9% |
| Admin fee / account holder | $398 | $9,341-95.7% | $14,586-97.3% | $7,234-94.5% |