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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 | $3,544 | $67,372-94.7% | $60,906-94.2% | $134,532-97.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -19.20% | 50.05%-69.2pp | 16.94%-36.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,478 | $4,532+20.9% | $3,814+43.6% | $6,401-14.4% |
| Admin fee / account holder | $683 | $4,588-85.1% | $3,227-78.8% | $11,429-94.0% |