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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 | $4,914 | $97,732-95.0% | $83,831-94.1% | $135,380-96.4% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -6.85% | 1287.56%-1294.4pp | 850.99%-857.8pp | 519.81%-526.7pp |
| Employer contribution / active EE | $441 | $4,222-89.5% | $3,631-87.8% | $4,779-90.8% |
| Participant deferral / active EE | $1,198 | $4,683-74.4% | $4,082-70.6% | $5,609-78.6% |
| Admin fee / account holder | $733 | $6,675-89.0% | $5,479-86.6% | $10,828-93.2% |