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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 | $27,480 | $100,060-72.5% | $149,721-81.6% | $70,126-60.8% |
| Participation rate | 65.4% | 83.6%-18.2pp | 87.1%-21.7pp | 69.5%-4.2pp |
| Annual return | 21.44% | 27.46%-6.0pp | 1501.67%-1480.2pp | 73.15%-51.7pp |
| Employer contribution / active EE | $26 | $3,661-99.3% | $5,444-99.5% | $2,343-98.9% |
| Participant deferral / active EE | $2,553 | $4,982-48.8% | $6,568-61.1% | $3,332-23.4% |
| Admin fee / account holder | $2,096 | $8,285-74.7% | $11,282-81.4% | $4,645-54.9% |