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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 | $9,206 | $57,352-83.9% | $83,830-89.0% | $64,173-85.7% |
| Participation rate | 36.8% | 68.6%-31.8pp | 76.1%-39.4pp | 69.6%-32.8pp |
| Annual return | 4.90% | 11.38%-6.5pp | 850.97%-846.1pp | 7.63%-2.7pp |
| Employer contribution / active EE | $501 | $2,546-80.3% | $3,631-86.2% | $2,381-78.9% |
| Participant deferral / active EE | $1,269 | $2,993-57.6% | $4,082-68.9% | $3,470-63.4% |
| Admin fee / account holder | $3,915 | $4,046-3.2% | $5,479-28.5% | $4,887-19.9% |