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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 | $3,627 | $45,211-92.0% | $56,429-93.6% | $70,126-94.8% |
| Participation rate | 44.8% | 73.6%-28.8pp | 80.0%-35.2pp | 69.5%-24.7pp |
| Annual return | 19.02% | 38.45%-19.4pp | 19.04%0pp | 73.15%-54.1pp |
| Employer contribution / active EE | $197 | $2,737-92.8% | $3,405-94.2% | $2,343-91.6% |
| Participant deferral / active EE | $1,030 | $2,735-62.3% | $3,951-73.9% | $3,332-69.1% |
| Admin fee / account holder | $556 | $3,027-81.6% | $4,466-87.6% | $4,645-88.0% |