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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 | $4,204 | $180,462-97.7% | $154,111-97.3% | $135,379-96.9% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -7.68% | 888.17%-895.8pp | 735.18%-742.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,549 | $5,806-56.1% | $5,081-49.8% | $5,609-54.6% |
| Admin fee / account holder | $4,739 | $16,145-70.6% | $13,411-64.7% | $10,828-56.2% |