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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 | $8,600 | $69,518-87.6% | $59,883-85.6% | $135,382-93.6% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.7%-20.2pp | 82.6%-28.1pp |
| Annual return | 3.83% | 7.95%-4.1pp | 3.46%+0.4pp | 519.77%-515.9pp |
| Employer contribution / active EE | $152 | $3,235-95.3% | $2,722-94.4% | $4,779-96.8% |
| Participant deferral / active EE | $1,942 | $4,204-53.8% | $3,402-42.9% | $5,609-65.4% |
| Admin fee / account holder | $3,696 | $5,734-35.5% | $3,591+2.9% | $10,829-65.9% |