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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 | $3,517 | $131,835-97.3% | $108,582-96.8% | $273,972-98.7% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 44.33% | -91.57%+135.9pp | -51.70%+96.0pp | 41.46%+2.9pp |
| Employer contribution / active EE | $66 | $4,913-98.7% | $3,758-98.3% | $4,869-98.7% |
| Participant deferral / active EE | $1,672 | $5,127-67.4% | $4,311-61.2% | $5,287-68.4% |
| Admin fee / account holder | $472 | $10,253-95.4% | $7,645-93.8% | $10,133-95.3% |