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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 | $17,966 | $138,072-87.0% | $123,549-85.5% | $135,382-86.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.34% | 153.69%-158.0pp | 119.20%-123.5pp | 519.77%-524.1pp |
| Employer contribution / active EE | $794 | $5,152-84.6% | $4,628-82.9% | $4,779-83.4% |
| Participant deferral / active EE | $6,875 | $6,799+1.1% | $6,426+7.0% | $5,609+22.6% |
| Admin fee / account holder | $23,283 | $10,917+113.3% | $9,284+150.8% | $10,829+115.0% |