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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 | $5,430 | $138,114-96.1% | $125,391-95.7% | $134,545-96.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -20.05% | 750.88%-770.9pp | 572.41%-592.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,545 | $7,801-54.6% | $7,448-52.4% | $6,401-44.6% |
| Admin fee / account holder | $739 | $11,570-93.6% | $10,009-92.6% | $11,431-93.5% |