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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 | $20,497 | $81,487-74.8% | $102,412-80.0% | $80,935-74.7% |
| Participation rate | 45.3% | 66.8%-21.5pp | 74.5%-29.2pp | 67.7%-22.3pp |
| Annual return | 12.01% | 25.60%-13.6pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $693 | $3,103-77.7% | $3,870-82.1% | $2,757-74.9% |
| Participant deferral / active EE | $2,152 | $3,871-44.4% | $5,060-57.5% | $4,299-50.0% |
| Admin fee / account holder | $1,223 | $6,717-81.8% | $8,388-85.4% | $6,924-82.3% |