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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 | $12,421 | $105,867-88.3% | $90,760-86.3% | $134,532-90.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -17.64% | -10.99%-6.7pp | -12.16%-5.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $230 | $3,464-93.4% | $2,922-92.1% | $4,741-95.2% |
| Participant deferral / active EE | $2,357 | $5,217-54.8% | $4,565-48.4% | $6,401-63.2% |
| Admin fee / account holder | $4,713 | $13,936-66.2% | $8,444-44.2% | $11,429-58.8% |