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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 | $12,289 | $115,903-89.4% | $100,528-87.8% | $158,966-92.3% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.9pp | 82.0%-26.4pp |
| Annual return | 22.45% | 34.80%-12.3pp | 30.90%-8.4pp | 302.95%-280.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,417 | $6,677-33.8% | $6,271-29.6% | $5,983-26.2% |
| Admin fee / account holder | $7,223 | $11,000-34.3% | $8,084-10.6% | $11,250-35.8% |