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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 | $27,578 | $180,462-84.7% | $154,111-82.1% | $135,379-79.6% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -4.32% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $804 | $6,036-86.7% | $5,298-84.8% | $4,779-83.2% |
| Participant deferral / active EE | $2,026 | $5,806-65.1% | $5,081-60.1% | $5,609-63.9% |
| Admin fee / account holder | $532 | $16,145-96.7% | $13,411-96.0% | $10,828-95.1% |