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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 | $9,131 | $92,219-90.1% | $76,767-88.1% | $135,380-93.3% |
| Participation rate | 69.2% | 79.8%-10.5pp | 77.0%-7.7pp | 82.6%-13.4pp |
| Annual return | -3.26% | 5.46%-8.7pp | 2.43%-5.7pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,856 | $4,508-58.8% | $3,852-51.8% | $5,609-66.9% |
| Admin fee / account holder | $8,721 | $10,749-18.9% | $6,675+30.6% | $10,828-19.5% |