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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 | $12,444 | $98,776-87.4% | $149,745-91.7% | $79,856-84.4% |
| Participation rate | 21.9% | 75.8%-53.9pp | 82.5%-60.6pp | 69.6%-47.8pp |
| Annual return | 0.00% | 27.38%-27.4pp | 276.72%-276.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,738 | $5,681-51.8% | $6,843-60.0% | $3,741-26.8% |
| Admin fee / account holder | $1,685 | $6,053-72.2% | $9,312-81.9% | $5,306-68.2% |