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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 | $7,958 | $52,279-84.8% | $89,414-91.1% | $79,852-90.0% |
| Participation rate | 24.6% | 57.5%-33.0pp | 68.0%-43.4pp | 69.6%-45.1pp |
| Annual return | 141.96% | 22.16%+119.8pp | 245.50%-103.5pp | 31.72%+110.2pp |
| Employer contribution / active EE | $184 | $1,572-88.3% | $2,586-92.9% | $2,471-92.6% |
| Participant deferral / active EE | $801 | $2,740-70.8% | $3,890-79.4% | $3,740-78.6% |
| Admin fee / account holder | $6,000 | $3,356+78.8% | $4,883+22.9% | $5,306+13.1% |