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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 | $9,697 | $93,346-89.6% | $71,796-86.5% | $273,972-96.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 5.99% | 130.39%-124.4pp | 78.04%-72.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $68 | $2,733-97.5% | $1,924-96.4% | $4,869-98.6% |
| Participant deferral / active EE | $1,277 | $3,475-63.2% | $2,794-54.3% | $5,287-75.8% |
| Admin fee / account holder | $2,192 | $6,571-66.6% | $4,815-54.5% | $10,133-78.4% |