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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 | $7,137 | $59,332-88.0% | $90,223-92.1% | $59,633-88.0% |
| Participation rate | 27.3% | 71.9%-44.6pp | 79.0%-51.8pp | 68.7%-41.4pp |
| Annual return | 0.00% | 3.25%-3.2pp | 1.31%-1.3pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $651 | $3,031-78.5% | $4,378-85.1% | $2,203-70.5% |
| Participant deferral / active EE | $1,623 | $4,369-62.8% | $5,792-72.0% | $3,192-49.1% |
| Admin fee / account holder | $2,029 | $5,032-59.7% | $7,406-72.6% | $4,297-52.8% |