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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 | $8,081 | $109,411-92.6% | $89,435-91.0% | $158,982-94.9% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.7pp | 82.0%-48.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,587 | $4,600+43.2% | $3,890+69.3% | $5,983+10.1% |
| Admin fee / account holder | $7,931 | $6,159+28.8% | $4,884+62.4% | $11,252-29.5% |