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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 | $19,212 | $180,459-89.4% | $154,108-87.5% | $135,380-85.8% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -8.45% | 888.21%-896.7pp | 735.21%-743.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,158 | $6,035-80.8% | $5,298-78.1% | $4,779-75.8% |
| Participant deferral / active EE | $6,786 | $5,806+16.9% | $5,081+33.6% | $5,609+21.0% |
| Admin fee / account holder | $1,605 | $16,145-90.1% | $13,411-88.0% | $10,828-85.2% |