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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 | $9,739 | $127,298-92.3% | $109,916-91.1% | $167,553-94.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 11.47% | 22.97%-11.5pp | 29.46%-18.0pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $2,844-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,070 | $4,513-76.3% | $4,047-73.6% | $6,343-83.1% |
| Admin fee / account holder | $727 | $7,119-89.8% | $6,069-88.0% | $12,316-94.1% |