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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 | $5,563 | $87,059-93.6% | $105,608-94.7% | $80,925-93.1% |
| Participation rate | 42.9% | 70.4%-27.6pp | 75.3%-32.4pp | 67.7%-24.8pp |
| Annual return | 14.86% | 17.05%-2.2pp | 116.50%-101.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,137 | $3,986-46.4% | $5,010-57.3% | $4,299-50.3% |
| Admin fee / account holder | $1,068 | $8,443-87.3% | $11,028-90.3% | $6,940-84.6% |