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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 | $5,086 | $62,409-91.9% | $120,574-95.8% | $74,459-93.2% |
| Participation rate | 64.7% | 56.8%+8.0pp | 71.9%-7.2pp | 67.2%-2.5pp |
| Annual return | 17.09% | 18.62%-1.5pp | 107.42%-90.3pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $251 | $1,847-86.4% | $3,471-92.8% | $2,626-90.4% |
| Participant deferral / active EE | $1,207 | $2,888-58.2% | $4,996-75.8% | $4,350-72.2% |
| Admin fee / account holder | $1,284 | $2,394-46.3% | $9,445-86.4% | $1,945-34.0% |