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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 | $9,106 | $39,162-76.7% | $100,671-91.0% | $59,633-84.7% |
| Participation rate | 12.7% | 55.9%-43.2pp | 70.7%-58.1pp | 68.7%-56.0pp |
| Annual return | -2.49% | 21.07%-23.6pp | 20.43%-22.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $729 | $1,992-63.4% | $3,144-76.8% | $3,192-77.2% |
| Admin fee / account holder | $3,759 | $2,969+26.6% | $4,850-22.5% | $4,297-12.5% |