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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 | $8,386 | $106,588-92.1% | $94,215-91.1% | $155,188-94.6% |
| Participation rate | 40.0% | 74.3%-34.3pp | 70.0%-30.0pp | 80.8%-40.8pp |
| Annual return | 17.06% | 29.39%-12.3pp | 28.22%-11.2pp | 148.84%-131.8pp |
| Employer contribution / active EE | $426 | $3,080-86.2% | $2,675-84.1% | $4,248-90.0% |
| Participant deferral / active EE | $1,408 | $4,802-70.7% | $4,276-67.1% | $6,531-78.4% |
| Admin fee / account holder | $349 | $12,281-97.2% | $10,216-96.6% | $14,480-97.6% |