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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 | $5,128 | $58,848-91.3% | $88,179-94.2% | $82,637-93.8% |
| Participation rate | 63.8% | 57.9%+5.9pp | 69.1%-5.3pp | 68.1%-4.2pp |
| Annual return | 18.27% | 22.76%-4.5pp | 64.97%-46.7pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $977 | $3,124-68.7% | $4,614-78.8% | $4,126-76.3% |
| Admin fee / account holder | $707 | $4,795-85.2% | $7,673-90.8% | $7,339-90.4% |