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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 | $7,147 | $61,338-88.3% | $149,717-95.2% | $71,495-90.0% |
| Participation rate | 27.9% | 62.5%-34.7pp | 78.8%-50.9pp | 67.9%-40.1pp |
| Annual return | 21.18% | 35.86%-14.7pp | 134.41%-113.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $906 | $2,919-69.0% | $5,682-84.1% | $4,291-78.9% |
| Admin fee / account holder | $7,873 | $1,263+523.5% | $13,213-40.4% | $1,588+395.9% |