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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 | $15,750 | $52,836-70.2% | $105,738-85.1% | $64,181-75.5% |
| Participation rate | 58.6% | 66.5%-7.9pp | 76.3%-17.7pp | 69.6%-10.9pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $437 | $1,827-76.1% | $3,268-86.6% | $2,381-81.7% |
| Participant deferral / active EE | $1,044 | $2,545-59.0% | $4,080-74.4% | $3,470-69.9% |
| Admin fee / account holder | $506 | $3,959-87.2% | $6,913-92.7% | $4,887-89.7% |