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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 | $3,401 | $58,311-94.2% | $81,882-95.8% | $80,959-95.8% |
| Participation rate | 22.1% | 63.5%-41.4pp | 72.4%-50.3pp | 67.7%-45.6pp |
| Annual return | 13.60% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $60 | $2,347-97.4% | $2,916-97.9% | $2,757-97.8% |
| Participant deferral / active EE | $825 | $3,287-74.9% | $4,323-80.9% | $4,300-80.8% |
| Admin fee / account holder | $622 | $4,752-86.9% | $7,360-91.5% | $6,925-91.0% |