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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 | $21,475 | $127,387-83.1% | $115,038-81.3% | $125,389-82.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -2.15% | 31.28%-33.4pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $357 | $5,166-93.1% | $4,608-92.3% | $4,866-92.7% |
| Participant deferral / active EE | $4,416 | $6,423-31.2% | $6,026-26.7% | $5,352-17.5% |
| Admin fee / account holder | $1,491 | $9,516-84.3% | $8,175-81.8% | $9,541-84.4% |