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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 | $5,968 | $32,037-81.4% | $69,182-91.4% | $62,881-90.5% |
| Participation rate | 21.1% | 43.4%-22.3pp | 55.1%-34.0pp | 69.3%-48.2pp |
| Annual return | 45.05% | 15.16%+29.9pp | -21.93%+67.0pp | 20.14%+24.9pp |
| Employer contribution / active EE | $67 | $679-90.1% | $1,206-94.4% | $2,281-97.1% |
| Participant deferral / active EE | $547 | $1,185-53.8% | $1,897-71.1% | $3,203-82.9% |
| Admin fee / account holder | $648 | $2,608-75.2% | $2,697-76.0% | $4,296-84.9% |