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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 | $18,249 | $56,197-67.5% | $67,652-73.0% | $59,633-69.4% |
| Participation rate | 69.6% | 71.5%-1.9pp | 75.7%-6.1pp | 68.7%+0.9pp |
| Annual return | 2.79% | 18508.10%-18505.3pp | 6625.40%-6622.6pp | 2041.45%-2038.7pp |
| Employer contribution / active EE | $198 | $1,615-87.7% | $2,266-91.3% | $2,203-91.0% |
| Participant deferral / active EE | $1,267 | $2,844-55.4% | $3,560-64.4% | $3,192-60.3% |
| Admin fee / account holder | $6,753 | $3,958+70.6% | $4,821+40.1% | $4,297+57.2% |