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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 | $21,399 | $176,794-87.9% | $146,647-85.4% | $167,553-87.2% |
| Participation rate | 63.6% | 83.6%-20.0pp | 80.1%-16.4pp | 82.1%-18.5pp |
| Annual return | 10.43% | 24.04%-13.6pp | 22.75%-12.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,145 | $6,440-66.7% | $5,506-61.1% | $6,343-66.2% |
| Admin fee / account holder | $12,571 | $13,262-5.2% | $10,281+22.3% | $12,316+2.1% |