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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 | $9,288 | $45,050-79.4% | $63,018-85.3% | $70,126-86.8% |
| Participation rate | 45.8% | 69.5%-23.7pp | 74.8%-29.0pp | 69.5%-23.7pp |
| Annual return | 14.18% | 18.76%-4.6pp | 87.62%-73.4pp | 73.15%-59.0pp |
| Employer contribution / active EE | $264 | $2,052-87.1% | $2,761-90.4% | $2,343-88.7% |
| Participant deferral / active EE | $1,277 | $2,466-48.2% | $3,330-61.7% | $3,332-61.7% |
| Admin fee / account holder | $1,228 | $2,834-56.7% | $3,601-65.9% | $4,645-73.6% |