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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 | $9,747 | $160,040-93.9% | $147,096-93.4% | $145,877-93.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 0.00% | 98.49%-98.5pp | 419.75%-419.7pp | 551.28%-551.3pp |
| Employer contribution / active EE | $414 | $5,289-92.2% | $4,936-91.6% | $4,663-91.1% |
| Participant deferral / active EE | $4,465 | $8,429-47.0% | $8,071-44.7% | $6,691-33.3% |
| Admin fee / account holder | $1,312 | $15,050-91.3% | $13,005-89.9% | $13,402-90.2% |