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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 | $10,180 | $176,077-94.2% | $159,455-93.6% | $167,518-93.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 0.00% | 331.83%-331.8pp | 263.63%-263.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $599 | $5,298-88.7% | $4,830-87.6% | $4,838-87.6% |
| Participant deferral / active EE | $4,425 | $7,751-42.9% | $7,353-39.8% | $6,342-30.2% |
| Admin fee / account holder | $345 | $12,556-97.3% | $10,800-96.8% | $12,312-97.2% |