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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 | $15,562 | $91,537-83.0% | $130,045-88.0% | $75,173-79.3% |
| Participation rate | 18.6% | 71.5%-52.9pp | 78.5%-59.9pp | 67.2%-48.6pp |
| Annual return | 36.28% | -631.55%+667.8pp | -137.30%+173.6pp | 160.72%-124.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,916 | $4,343-55.9% | $5,820-67.1% | $4,126-53.6% |
| Admin fee / account holder | $692 | $6,780-89.8% | $10,600-93.5% | $5,651-87.7% |