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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 | $20,988 | $96,731-78.3% | $123,973-83.1% | $86,983-75.9% |
| Participation rate | 55.3% | 70.0%-14.8pp | 76.7%-21.4pp | 69.5%-14.3pp |
| Annual return | 17.15% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $29 | $3,297-99.1% | $4,126-99.3% | $2,584-98.9% |
| Participant deferral / active EE | $1,908 | $4,152-54.0% | $5,247-63.6% | $4,194-54.5% |
| Admin fee / account holder | $2,746 | $8,722-68.5% | $11,799-76.7% | $7,856-65.0% |