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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 | $8,525 | $75,959-88.8% | $154,114-94.5% | $64,181-86.7% |
| Participation rate | 32.7% | 70.4%-37.7pp | 83.0%-50.3pp | 69.6%-36.9pp |
| Annual return | -2.83% | 30.32%-33.1pp | 735.16%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $191 | $3,350-94.3% | $5,298-96.4% | $2,381-92.0% |
| Participant deferral / active EE | $926 | $3,175-70.8% | $5,081-81.8% | $3,470-73.3% |
| Admin fee / account holder | $5,737 | $5,589+2.7% | $13,411-57.2% | $4,887+17.4% |