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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 | $8,186 | $102,638-92.0% | $81,991-90.0% | $158,966-94.9% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.3%-12.1pp | 82.0%-24.8pp |
| Annual return | 14.62% | 61.05%-46.4pp | 41.31%-26.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $178 | $3,241-94.5% | $2,498-92.9% | $4,762-96.3% |
| Participant deferral / active EE | $1,651 | $4,649-64.5% | $3,722-55.7% | $5,983-72.4% |
| Admin fee / account holder | $1,690 | $8,237-79.5% | $5,665-70.2% | $11,250-85.0% |