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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 | $7,152 | $82,674-91.3% | $125,363-94.3% | $68,495-89.6% |
| Participation rate | 44.1% | 75.0%-30.9pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,050 | $6,111-50.1% | $7,447-59.0% | $4,028-24.3% |
| Admin fee / account holder | $1,317 | $6,276-79.0% | $10,005-86.8% | $5,403-75.6% |