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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 | $16,690 | $150,446-88.9% | $136,297-87.8% | $147,585-88.7% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 0.00% | 1049.14%-1049.1pp | 5156.19%-5156.2pp | 578.58%-578.6pp |
| Employer contribution / active EE | $112 | $5,256-97.9% | $4,696-97.6% | $4,876-97.7% |
| Participant deferral / active EE | $2,412 | $6,631-63.6% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $1,567 | $10,906-85.6% | $9,244-83.0% | $10,886-85.6% |