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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 | $22,285 | $165,381-86.5% | $149,730-85.1% | $158,966-86.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $602 | $5,104-88.2% | $4,645-87.1% | $4,762-87.4% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $634 | $10,809-94.1% | $9,310-93.2% | $11,250-94.4% |