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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 | $17,545 | $45,566-61.5% | $64,105-72.6% | $59,633-70.6% |
| Participation rate | 60.9% | 60.2%+0.7pp | 68.2%-7.3pp | 68.7%-7.8pp |
| Annual return | -0.12% | 4.95%-5.1pp | 791.24%-791.4pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $132 | $934-85.9% | $1,820-92.8% | $2,203-94.0% |
| Participant deferral / active EE | $2,322 | $2,057+12.9% | $2,822-17.7% | $3,192-27.3% |
| Admin fee / account holder | $1,215 | $3,268-62.8% | $4,499-73.0% | $4,297-71.7% |