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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 | $498 | $108,212-99.5% | $77,513-99.4% | $158,966-99.7% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 15.91% | 31.67%-15.8pp | 54.81%-38.9pp | 302.95%-287.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $468 | $2,455-81.0% | $1,861-74.9% | $5,983-92.2% |
| Admin fee / account holder | $365 | $3,709-90.1% | $2,859-87.2% | $11,250-96.8% |