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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 | $12,570 | $107,809-88.3% | $90,657-86.1% | $135,380-90.7% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -4.85% | -0.90%-4.0pp | 1.89%-6.7pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $733 | $3,872-81.1% | $3,424-78.6% | $5,609-86.9% |
| Admin fee / account holder | $3,669 | $5,931-38.1% | $4,994-26.5% | $10,828-66.1% |