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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 | $8,008 | $107,809-92.6% | $90,657-91.2% | $135,380-94.1% |
| Participation rate | 16.7% | 78.0%-61.4pp | 74.0%-57.4pp | 82.6%-66.0pp |
| Annual return | 0.00% | -0.90%+0.9pp | 1.89%-1.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,616 | $3,872+45.0% | $3,424+64.0% | $5,609+0.1% |
| Admin fee / account holder | $7,986 | $5,931+34.7% | $4,994+59.9% | $10,828-26.2% |