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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 | $9,162 | $77,638-88.2% | $156,551-94.1% | $62,881-85.4% |
| Participation rate | 62.8% | 71.2%-8.4pp | 84.0%-21.2pp | 69.3%-6.5pp |
| Annual return | 5.98% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $354 | $3,444-89.7% | $5,501-93.6% | $2,281-84.5% |
| Participant deferral / active EE | $2,161 | $3,046-29.0% | $4,871-55.6% | $3,203-32.5% |
| Admin fee / account holder | $659 | $5,561-88.1% | $13,028-94.9% | $4,296-84.7% |