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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 | $6,917 | $48,078-85.6% | $78,676-91.2% | $62,881-89.0% |
| Participation rate | 24.6% | 65.2%-40.6pp | 73.6%-49.0pp | 69.3%-44.7pp |
| Annual return | 9.27% | 31.36%-22.1pp | 62.19%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $34 | $2,015-98.3% | $2,850-98.8% | $2,281-98.5% |
| Participant deferral / active EE | $769 | $2,587-70.3% | $3,517-78.1% | $3,203-76.0% |
| Admin fee / account holder | $3,860 | $3,206+20.4% | $4,510-14.4% | $4,296-10.1% |