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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 | $7,157 | $61,356-88.3% | $149,696-95.2% | $71,511-90.0% |
| Participation rate | 69.9% | 62.5%+7.4pp | 78.8%-8.9pp | 67.9%+2.0pp |
| Annual return | 23.50% | 35.86%-12.4pp | 134.46%-111.0pp | 28.86%-5.4pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,017 | $2,920-30.9% | $5,682-64.5% | $4,291-53.0% |
| Admin fee / account holder | $339 | $1,263-73.2% | $13,212-97.4% | $1,588-78.7% |