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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 | $21,411 | $181,896-88.2% | $156,551-86.3% | $273,972-92.2% |
| Participation rate | 36.4% | 88.4%-52.0pp | 84.0%-47.7pp | 83.0%-46.7pp |
| Annual return | 7.41% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $574 | $6,248-90.8% | $5,501-89.6% | $4,869-88.2% |
| Participant deferral / active EE | $2,985 | $5,550-46.2% | $4,871-38.7% | $5,287-43.5% |
| Admin fee / account holder | $775 | $15,560-95.0% | $13,028-94.1% | $10,133-92.4% |