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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 | $6,507 | $90,400-92.8% | $186,193-96.5% | $87,485-92.6% |
| Participation rate | 59.6% | 66.2%-6.5pp | 77.1%-17.5pp | 68.9%-9.3pp |
| Annual return | 0.00% | 22.15%-22.1pp | 78.03%-78.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,900 | $4,330-56.1% | $6,513-70.8% | $4,274-55.6% |
| Admin fee / account holder | $379 | $8,673-95.6% | $11,058-96.6% | $7,775-95.1% |