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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 | $4,681 | $69,518-93.3% | $59,883-92.2% | $135,382-96.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | -4.49% | 7.95%-12.4pp | 3.46%-7.9pp | 519.77%-524.3pp |
| Employer contribution / active EE | $333 | $3,235-89.7% | $2,722-87.8% | $4,779-93.0% |
| Participant deferral / active EE | $967 | $4,204-77.0% | $3,402-71.6% | $5,609-82.8% |
| Admin fee / account holder | $9,511 | $5,734+65.9% | $3,591+164.9% | $10,829-12.2% |