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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 | $5,004 | $81,504-93.9% | $102,437-95.1% | $80,959-93.8% |
| Participation rate | 8.0% | 66.9%-58.9pp | 74.5%-66.5pp | 67.7%-59.7pp |
| Annual return | 13.12% | 25.60%-12.5pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $213 | $3,104-93.1% | $3,871-94.5% | $2,757-92.3% |
| Participant deferral / active EE | $1,832 | $3,871-52.7% | $5,060-63.8% | $4,300-57.4% |
| Admin fee / account holder | $719 | $6,719-89.3% | $8,388-91.4% | $6,925-89.6% |