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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 | $7,623 | $81,664-90.7% | $70,476-89.2% | $158,966-95.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 13.86% | 208.59%-194.7pp | 109.12%-95.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $284 | $3,219-91.2% | $2,738-89.6% | $4,762-94.0% |
| Participant deferral / active EE | $1,136 | $4,556-75.1% | $3,710-69.4% | $5,983-81.0% |
| Admin fee / account holder | $750 | $6,197-87.9% | $3,847-80.5% | $11,250-93.3% |