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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 | $1,856 | $25,014-92.6% | $69,623-97.3% | $80,935-97.7% |
| Participation rate | 42.6% | 64.2%-21.6pp | 66.4%-23.8pp | 67.7%-25.0pp |
| Annual return | 15.45% | 19.08%-3.6pp | 101.23%-85.8pp | 35.66%-20.2pp |
| Employer contribution / active EE | $155 | $991-84.3% | $1,709-90.9% | $2,757-94.4% |
| Participant deferral / active EE | $895 | $1,840-51.3% | $2,890-69.0% | $4,299-79.2% |
| Admin fee / account holder | $4,450 | $2,491+78.6% | $4,696-5.2% | $6,924-35.7% |