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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 | $9,246 | $88,707-89.6% | $74,184-87.5% | $273,972-96.6% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 44.06% | 11.94%+32.1pp | 17.74%+26.3pp | 41.46%+2.6pp |
| Employer contribution / active EE | $229 | $3,159-92.7% | $2,370-90.3% | $4,869-95.3% |
| Participant deferral / active EE | $1,644 | $4,212-61.0% | $3,550-53.7% | $5,287-68.9% |
| Admin fee / account holder | $773 | $8,717-91.1% | $5,586-86.2% | $10,133-92.4% |