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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 | $9,321 | $69,541-86.6% | $59,899-84.4% | $135,380-93.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.7%-16.4pp | 82.6%-24.3pp |
| Annual return | 13.58% | 7.95%+5.6pp | 3.46%+10.1pp | 519.81%-506.2pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,593 | $4,206-62.1% | $3,402-53.2% | $5,609-71.6% |
| Admin fee / account holder | $700 | $5,737-87.8% | $3,592-80.5% | $10,828-93.5% |