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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 | $4,972 | $76,407-93.5% | $150,298-96.7% | $82,448-94.0% |
| Participation rate | 65.7% | 66.4%-0.7pp | 77.8%-12.0pp | 68.1%-2.4pp |
| Annual return | 16.84% | 39.99%-23.2pp | 62.79%-45.9pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,041 | $3,214-36.5% | $5,453-62.6% | $4,139-50.7% |
| Admin fee / account holder | $1,181 | $6,352-81.4% | $14,116-91.6% | $7,234-83.7% |