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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 | $13,381 | $97,732-86.3% | $83,831-84.0% | $135,380-90.1% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -6.47% | 1287.56%-1294.0pp | 850.99%-857.5pp | 519.81%-526.3pp |
| Employer contribution / active EE | $517 | $4,222-87.8% | $3,631-85.8% | $4,779-89.2% |
| Participant deferral / active EE | $1,482 | $4,683-68.4% | $4,082-63.7% | $5,609-73.6% |
| Admin fee / account holder | $2,688 | $6,675-59.7% | $5,479-50.9% | $10,828-75.2% |