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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 | $8,346 | $77,814-89.3% | $158,223-94.7% | $86,983-90.4% |
| Participation rate | 20.0% | 68.4%-48.4pp | 79.2%-59.2pp | 69.5%-49.5pp |
| Annual return | 29.34% | 30.54%-1.2pp | 52.09%-22.7pp | 25.83%+3.5pp |
| Employer contribution / active EE | $93 | $2,592-96.4% | $4,109-97.7% | $2,584-96.4% |
| Participant deferral / active EE | $968 | $3,270-70.4% | $5,467-82.3% | $4,194-76.9% |
| Admin fee / account holder | $1,114 | $5,879-81.0% | $16,047-93.1% | $7,856-85.8% |