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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 | $4,443 | $167,362-97.3% | $143,799-96.9% | $134,532-96.7% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | 13.50% | 0.47%+13.0pp | -0.04%+13.5pp | 418.27%-404.8pp |
| Employer contribution / active EE | $303 | $5,620-94.6% | $4,952-93.9% | $4,741-93.6% |
| Participant deferral / active EE | $2,195 | $6,447-66.0% | $5,638-61.1% | $6,401-65.7% |
| Admin fee / account holder | $1,904 | $18,094-89.5% | $14,677-87.0% | $11,429-83.3% |