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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 | $16,979 | $78,425-78.3% | $95,956-82.3% | $79,858-78.7% |
| Participation rate | 67.3% | 73.5%-6.1pp | 77.1%-9.7pp | 69.6%-2.3pp |
| Annual return | 13.66% | 19.37%-5.7pp | 91.63%-78.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $217 | $1,945-88.8% | $2,541-91.5% | $2,471-91.2% |
| Participant deferral / active EE | $1,734 | $3,440-49.6% | $4,167-58.4% | $3,740-53.6% |
| Admin fee / account holder | $4,617 | $5,622-17.9% | $6,797-32.1% | $5,306-13.0% |