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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 | $7,885 | $63,346-87.6% | $92,239-91.5% | $70,124-88.8% |
| Participation rate | 24.2% | 68.7%-44.5pp | 76.5%-52.3pp | 69.5%-45.3pp |
| Annual return | 20.84% | 530.19%-509.4pp | 176.29%-155.5pp | 73.14%-52.3pp |
| Employer contribution / active EE | $495 | $2,471-80.0% | $3,680-86.5% | $2,342-78.9% |
| Participant deferral / active EE | $1,146 | $2,854-59.8% | $3,897-70.6% | $3,332-65.6% |
| Admin fee / account holder | $2,413 | $3,841-37.2% | $5,194-53.5% | $4,645-48.1% |