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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 | $17,789 | $74,535-76.1% | $100,712-82.3% | $82,637-78.5% |
| Participation rate | 67.4% | 61.2%+6.2pp | 69.3%-1.9pp | 68.1%-0.7pp |
| Annual return | 16.80% | 18.92%-2.1pp | 33.27%-16.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $305 | $1,503-79.7% | $2,313-86.8% | $2,552-88.1% |
| Participant deferral / active EE | $3,254 | $3,074+5.8% | $4,085-20.4% | $4,126-21.1% |
| Admin fee / account holder | $1,246 | $6,576-81.1% | $9,256-86.5% | $7,339-83.0% |