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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 | $8,344 | $96,558-91.4% | $80,977-89.7% | $273,972-97.0% |
| Participation rate | 58.8% | 79.1%-20.3pp | 75.8%-17.0pp | 83.0%-24.2pp |
| Annual return | 18.52% | 15.14%+3.4pp | 17.11%+1.4pp | 41.46%-22.9pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,355 | $6,598-34.0% | $5,696-23.5% | $5,287-17.6% |
| Admin fee / account holder | $842 | $7,493-88.8% | $5,517-84.7% | $10,133-91.7% |