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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 | $11,457 | $54,763-79.1% | $90,324-87.3% | $72,976-84.3% |
| Participation rate | 62.5% | 65.2%-2.7pp | 73.3%-10.8pp | 69.5%-7.0pp |
| Annual return | 20.56% | 30.63%-10.1pp | 78.15%-57.6pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,615 | $2,887-9.4% | $3,885-32.7% | $3,608-27.5% |
| Admin fee / account holder | $945 | $3,973-76.2% | $5,356-82.4% | $5,124-81.6% |