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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 | $9,131 | $90,590-89.9% | $90,782-89.9% | $135,380-93.3% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.7%-32.7pp | 82.6%-32.6pp |
| Annual return | -3.57% | -3.40%-0.2pp | -3.42%-0.2pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,884 | $5,407+119.8% | $5,366+121.5% | $5,609+111.9% |
| Admin fee / account holder | $17,012 | $7,683+121.4% | $5,908+188.0% | $10,828+57.1% |