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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 | $2,693 | $58,627-95.4% | $76,735-96.5% | $82,448-96.7% |
| Participation rate | 63.5% | 63.2%+0.2pp | 69.5%-6.0pp | 68.1%-4.6pp |
| Annual return | 14.14% | 39.10%-25.0pp | 29.77%-15.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $309 | $1,729-82.1% | $2,454-87.4% | $2,551-87.9% |
| Participant deferral / active EE | $1,085 | $3,134-65.4% | $4,088-73.5% | $4,139-73.8% |
| Admin fee / account holder | $1,674 | $5,323-68.5% | $7,189-76.7% | $7,234-76.9% |