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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 | $17,071 | $39,245-56.5% | $64,105-73.4% | $52,331-67.4% |
| Participation rate | 44.2% | 58.2%-14.0pp | 68.2%-23.9pp | 68.1%-23.9pp |
| Annual return | -1.07% | 14.79%-15.9pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,076 | $1,992+4.2% | $2,822-26.4% | $3,022-31.3% |
| Admin fee / account holder | $864 | $592+45.9% | $4,499-80.8% | $592+46.1% |