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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 | $9,457 | $75,959-87.5% | $154,114-93.9% | $64,181-85.3% |
| Participation rate | 34.0% | 70.4%-36.5pp | 83.0%-49.1pp | 69.6%-35.6pp |
| Annual return | -7.11% | 30.32%-37.4pp | 735.16%-742.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,450 | $3,175-54.3% | $5,081-71.5% | $3,470-58.2% |
| Admin fee / account holder | $1,088 | $5,589-80.5% | $13,411-91.9% | $4,887-77.7% |