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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 | $3,701 | $93,064-96.0% | $74,577-95.0% | $273,972-98.6% |
| Participation rate | 22.7% | 74.9%-52.2pp | 68.1%-45.4pp | 83.0%-60.3pp |
| Annual return | 8.70% | 26.18%-17.5pp | 20.47%-11.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $467 | $4,160-88.8% | $3,458-86.5% | $5,287-91.2% |
| Admin fee / account holder | $3,198 | $5,273-39.3% | $4,138-22.7% | $10,133-68.4% |