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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 | $13,360 | $197,819-93.2% | $155,789-91.4% | $125,389-89.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -1.96% | 86.73%-88.7pp | 71.54%-73.5pp | 282.24%-284.2pp |
| Employer contribution / active EE | $256 | $4,850-94.7% | $3,839-93.3% | $4,866-94.7% |
| Participant deferral / active EE | $1,284 | $5,631-77.2% | $4,798-73.2% | $5,352-76.0% |
| Admin fee / account holder | $7,046 | $9,544-26.2% | $7,477-5.8% | $9,541-26.1% |