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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 | $17,534 | $65,246-73.1% | $98,716-82.2% | $67,986-74.2% |
| Participation rate | 39.2% | 51.4%-12.2pp | 69.3%-30.1pp | 57.2%-18.0pp |
| Annual return | 14.81% | 20.58%-5.8pp | 31.81%-17.0pp | 31.67%-16.9pp |
| Employer contribution / active EE | $177 | $1,042-83.0% | $2,279-92.2% | $2,019-91.2% |
| Participant deferral / active EE | $1,280 | $2,594-50.7% | $4,048-68.4% | $3,358-61.9% |
| Admin fee / account holder | $1,639 | $4,561-64.1% | $8,703-81.2% | $3,203-48.8% |