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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 | $9,864 | $84,236-88.3% | $170,435-94.2% | $70,126-85.9% |
| Participation rate | 48.8% | 70.8%-22.1pp | 83.6%-34.8pp | 69.5%-20.8pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $103 | $3,387-97.0% | $5,432-98.1% | $2,343-95.6% |
| Participant deferral / active EE | $1,031 | $3,086-66.6% | $4,939-79.1% | $3,332-69.1% |
| Admin fee / account holder | $667 | $5,698-88.3% | $13,881-95.2% | $4,645-85.6% |