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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 | $22,390 | $167,533-86.6% | $151,645-85.2% | $134,545-83.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -16.15% | 7.81%-24.0pp | 3.34%-19.5pp | 418.37%-434.5pp |
| Employer contribution / active EE | $806 | $6,828-88.2% | $6,165-86.9% | $4,742-83.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,246 | $13,781-91.0% | $11,614-89.3% | $11,431-89.1% |