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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 | $14,164 | $132,310-89.3% | $105,754-86.6% | $273,972-94.8% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.9%-28.9pp | 83.0%-33.0pp |
| Annual return | 2.38% | 10.08%-7.7pp | 12.25%-9.9pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,178 | $6,233-49.0% | $5,326-40.3% | $5,287-39.9% |
| Admin fee / account holder | $28,744 | $12,036+138.8% | $8,309+245.9% | $10,133+183.7% |