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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 | $26,083 | $91,559-71.5% | $133,978-80.5% | $79,856-67.3% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.10%-45.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $45 | $2,384-98.1% | $3,919-98.9% | $2,471-98.2% |
| Participant deferral / active EE | $9,422 | $3,734+152.3% | $5,047+86.7% | $3,741+151.9% |
| Admin fee / account holder | $2,082 | $6,321-67.1% | $8,930-76.7% | $5,306-60.8% |