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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 | $18,155 | $71,230-74.5% | $93,727-80.6% | $80,959-77.6% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 13.04% | 11.26%+1.8pp | 133.83%-120.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $269 | $1,565-82.8% | $2,421-88.9% | $2,757-90.2% |
| Participant deferral / active EE | $2,229 | $4,037-44.8% | $4,417-49.5% | $4,300-48.2% |
| Admin fee / account holder | $1,128 | $6,961-83.8% | $8,292-86.4% | $6,925-83.7% |