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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 | $11,263 | $51,736-78.2% | $120,225-90.6% | $67,986-83.4% |
| Participation rate | 18.2% | 46.1%-27.9pp | 69.6%-51.4pp | 57.2%-39.0pp |
| Annual return | 13.58% | 31.98%-18.4pp | 439.23%-425.6pp | 31.67%-18.1pp |
| Employer contribution / active EE | $116 | $1,071-89.2% | $3,475-96.7% | $2,019-94.2% |
| Participant deferral / active EE | $777 | $2,206-64.8% | $3,999-80.6% | $3,358-76.9% |
| Admin fee / account holder | $1,763 | $4,159-57.6% | $5,696-69.1% | $3,203-45.0% |