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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 | $4,729 | $76,407-93.8% | $150,298-96.9% | $82,448-94.3% |
| Participation rate | 62.2% | 66.4%-4.2pp | 77.8%-15.5pp | 68.1%-5.8pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,065 | $3,214-4.7% | $5,453-43.8% | $4,139-26.0% |
| Admin fee / account holder | $327 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |