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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 | $1,849 | $35,183-94.7% | $73,545-97.5% | $70,131-97.4% |
| Participation rate | 29.5% | 42.9%-13.4pp | 54.9%-25.4pp | 69.5%-40.0pp |
| Annual return | 37.89% | 26.90%+11.0pp | -15.16%+53.1pp | 73.14%-35.3pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $441 | $1,220-63.9% | $1,806-75.6% | $3,332-86.8% |
| Admin fee / account holder | $355 | $2,302-84.6% | $2,320-84.7% | $4,645-92.4% |