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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 | $3,248 | $103,164-96.9% | $90,259-96.4% | $154,746-97.9% |
| Participation rate | 50.0% | 76.1%-26.1pp | 70.7%-20.7pp | 80.7%-30.7pp |
| Annual return | 15.23% | 19.25%-4.0pp | 18.88%-3.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,891 | $4,422-12.0% | $3,827+1.7% | $6,730-42.2% |
| Admin fee / account holder | $9,079 | $8,593+5.6% | $7,267+24.9% | $14,365-36.8% |