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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 | $12,461 | $59,834-79.2% | $79,576-84.3% | $68,495-81.8% |
| Participation rate | 30.3% | 61.1%-30.8pp | 69.5%-39.2pp | 67.9%-37.6pp |
| Annual return | -19.16% | -12.30%-6.9pp | 0.15%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,283 | $3,024-57.6% | $3,985-67.8% | $4,028-68.1% |
| Admin fee / account holder | $813 | $4,835-83.2% | $6,834-88.1% | $5,403-85.0% |