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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 | $24,546 | $168,635-85.4% | $147,617-83.4% | $125,389-80.4% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | -2.62% | 77.65%-80.3pp | 61.98%-64.6pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,152 | $6,252-81.6% | $5,564-79.3% | $4,866-76.3% |
| Participant deferral / active EE | $3,199 | $5,507-41.9% | $4,895-34.7% | $5,352-40.2% |
| Admin fee / account holder | $320 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |