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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 | $7,558 | $215,361-96.5% | $171,082-95.6% | $273,972-97.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | 7.62% | 25.14%-17.5pp | 32.56%-24.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $240 | $4,967-95.2% | $4,002-94.0% | $4,869-95.1% |
| Participant deferral / active EE | $1,500 | $5,543-72.9% | $4,797-68.7% | $5,287-71.6% |
| Admin fee / account holder | $1,779 | $10,846-83.6% | $8,520-79.1% | $10,133-82.4% |