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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 | $6,048 | $100,139-94.0% | $85,187-92.9% | $145,884-95.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 12.19% | 84.15%-72.0pp | 66.67%-54.5pp | 551.85%-539.7pp |
| Employer contribution / active EE | $318 | $3,238-90.2% | $2,732-88.4% | $4,662-93.2% |
| Participant deferral / active EE | $1,496 | $5,296-71.7% | $4,525-66.9% | $6,690-77.6% |
| Admin fee / account holder | $1,050 | $7,262-85.5% | $6,162-83.0% | $13,392-92.2% |