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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 | $8,522 | $85,171-90.0% | $172,752-95.1% | $72,975-88.3% |
| Participation rate | 46.2% | 70.1%-23.9pp | 82.6%-36.5pp | 69.5%-23.3pp |
| Annual return | 22.50% | 27.32%-4.8pp | 802.97%-780.5pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,400 | $3,260-57.1% | $5,198-73.1% | $3,608-61.2% |
| Admin fee / account holder | $1,349 | $5,880-77.1% | $13,955-90.3% | $5,124-73.7% |