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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 | $4,718 | $77,901-93.9% | $149,717-96.8% | $75,181-93.7% |
| Participation rate | 45.8% | 65.6%-19.8pp | 78.8%-33.0pp | 67.2%-21.4pp |
| Annual return | 21.39% | 31.73%-10.3pp | 134.41%-113.0pp | 160.69%-139.3pp |
| Employer contribution / active EE | $272 | $3,137-91.3% | $4,820-94.4% | $2,671-89.8% |
| Participant deferral / active EE | $1,702 | $3,411-50.1% | $5,682-70.0% | $4,126-58.7% |
| Admin fee / account holder | $331 | $5,949-94.4% | $13,213-97.5% | $5,650-94.1% |