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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 | $15,370 | $99,032-84.5% | $80,022-80.8% | $135,380-88.6% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -0.52% | 15.39%-15.9pp | 11.22%-11.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,164 | $4,282-2.7% | $3,686+13.0% | $5,609-25.8% |
| Admin fee / account holder | $53,582 | $10,436+413.4% | $6,521+721.7% | $10,828+394.8% |