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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 | $7,844 | $106,588-92.6% | $94,215-91.7% | $155,188-94.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 70.0%-3.3pp | 80.8%-14.1pp |
| Annual return | 22.47% | 29.39%-6.9pp | 28.22%-5.7pp | 148.84%-126.4pp |
| Employer contribution / active EE | $14 | $3,080-99.5% | $2,675-99.5% | $4,248-99.7% |
| Participant deferral / active EE | $2,603 | $4,802-45.8% | $4,276-39.1% | $6,531-60.1% |
| Admin fee / account holder | $412 | $12,281-96.6% | $10,216-96.0% | $14,480-97.2% |