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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 | $13,907 | $167,353-91.7% | $143,797-90.3% | $134,545-89.7% |
| Participation rate | 68.2% | 84.8%-16.6pp | 80.3%-12.1pp | 81.2%-13.1pp |
| Annual return | -17.36% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $621 | $5,620-89.0% | $4,952-87.5% | $4,742-86.9% |
| Participant deferral / active EE | $2,223 | $6,447-65.5% | $5,638-60.6% | $6,401-65.3% |
| Admin fee / account holder | $434 | $18,096-97.6% | $14,679-97.0% | $11,431-96.2% |