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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 | $6,788 | $88,672-92.3% | $105,223-93.5% | $82,448-91.8% |
| Participation rate | 39.5% | 67.9%-28.5pp | 75.0%-35.6pp | 68.1%-28.6pp |
| Annual return | 13.86% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,878 | $4,036-53.5% | $5,072-63.0% | $4,139-54.6% |
| Admin fee / account holder | $8,453 | $7,146+18.3% | $8,859-4.6% | $7,234+16.8% |