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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 | $18,644 | $138,076-86.5% | $123,553-84.9% | $135,380-86.2% |
| Participation rate | 52.9% | 84.7%-31.8pp | 82.3%-29.4pp | 82.6%-29.7pp |
| Annual return | -6.46% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,971 | $6,800-12.2% | $6,426-7.1% | $5,609+6.4% |
| Admin fee / account holder | $13,664 | $10,917+25.2% | $9,284+47.2% | $10,828+26.2% |