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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 | $3,379 | $56,197-94.0% | $67,652-95.0% | $59,633-94.3% |
| Participation rate | 64.3% | 71.5%-7.2pp | 75.7%-11.4pp | 68.7%-4.4pp |
| Annual return | 0.26% | 18508.10%-18507.8pp | 6625.40%-6625.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $141 | $1,615-91.3% | $2,266-93.8% | $2,203-93.6% |
| Participant deferral / active EE | $1,574 | $2,844-44.7% | $3,560-55.8% | $3,192-50.7% |
| Admin fee / account holder | $405 | $3,958-89.8% | $4,821-91.6% | $4,297-90.6% |