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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 | $23,567 | $168,635-86.0% | $147,617-84.0% | $125,389-81.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.40% | 77.65%-80.0pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,012 | $6,252-83.8% | $5,564-81.8% | $4,866-79.2% |
| Participant deferral / active EE | $4,260 | $5,507-22.6% | $4,895-13.0% | $5,352-20.4% |
| Admin fee / account holder | $3,209 | $13,580-76.4% | $11,612-72.4% | $9,541-66.4% |