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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 | $3,040 | $73,863-95.9% | $143,797-97.9% | $68,490-95.6% |
| Participation rate | 67.6% | 66.7%+0.9pp | 80.3%-12.8pp | 67.9%-0.3pp |
| Annual return | -18.05% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $79 | $3,185-97.5% | $4,952-98.4% | $2,597-97.0% |
| Participant deferral / active EE | $1,132 | $3,385-66.6% | $5,638-79.9% | $4,028-71.9% |
| Admin fee / account holder | $1,987 | $5,756-65.5% | $14,679-86.5% | $5,403-63.2% |