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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 | $19,526 | $142,409-86.3% | $119,634-83.7% | $134,545-85.5% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -17.72% | -12.46%-5.3pp | -14.98%-2.7pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,045 | $5,224-80.0% | $4,232-75.3% | $4,742-78.0% |
| Participant deferral / active EE | $4,334 | $6,468-33.0% | $5,601-22.6% | $6,401-32.3% |
| Admin fee / account holder | $329 | $13,594-97.6% | $10,329-96.8% | $11,431-97.1% |