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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 | $10,339 | $227,399-95.5% | $189,758-94.6% | $198,609-94.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 79.8%-21.5pp | 82.4%-24.0pp |
| Annual return | 0.00% | 61.03%-61.0pp | 52.62%-52.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $959 | $5,526-82.6% | $4,767-79.9% | $5,055-81.0% |
| Participant deferral / active EE | $5,304 | $6,837-22.4% | $5,856-9.4% | $6,977-24.0% |
| Admin fee / account holder | $759 | $25,162-97.0% | $20,388-96.3% | $19,030-96.0% |