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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 | $27,852 | $168,635-83.5% | $147,617-81.1% | $125,389-77.8% |
| Participation rate | 55.6% | 88.8%-33.2pp | 84.6%-29.1pp | 83.2%-27.6pp |
| Annual return | -2.16% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $883 | $6,252-85.9% | $5,564-84.1% | $4,866-81.9% |
| Participant deferral / active EE | $2,886 | $5,507-47.6% | $4,895-41.0% | $5,352-46.1% |
| Admin fee / account holder | $738 | $13,580-94.6% | $11,612-93.6% | $9,541-92.3% |