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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 | $3,773 | $69,518-94.6% | $59,883-93.7% | $135,382-97.2% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.7%-12.2pp | 82.6%-20.1pp |
| Annual return | -6.28% | 7.95%-14.2pp | 3.46%-9.7pp | 519.77%-526.1pp |
| Employer contribution / active EE | $178 | $3,235-94.5% | $2,722-93.5% | $4,779-96.3% |
| Participant deferral / active EE | $1,145 | $4,204-72.8% | $3,402-66.3% | $5,609-79.6% |
| Admin fee / account holder | $1,626 | $5,734-71.6% | $3,591-54.7% | $10,829-85.0% |