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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 | $9,173 | $167,362-94.5% | $143,799-93.6% | $134,532-93.2% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -13.65% | 0.47%-14.1pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $752 | $5,620-86.6% | $4,952-84.8% | $4,741-84.1% |
| Participant deferral / active EE | $2,202 | $6,447-65.8% | $5,638-60.9% | $6,401-65.6% |
| Admin fee / account holder | $2,300 | $18,094-87.3% | $14,677-84.3% | $11,429-79.9% |