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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 | $12,002 | $180,459-93.3% | $154,108-92.2% | $135,380-91.1% |
| Participation rate | 36.8% | 87.4%-50.6pp | 83.0%-46.2pp | 82.6%-45.8pp |
| Annual return | -7.96% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $529 | $6,035-91.2% | $5,298-90.0% | $4,779-88.9% |
| Participant deferral / active EE | $2,265 | $5,806-61.0% | $5,081-55.4% | $5,609-59.6% |
| Admin fee / account holder | $1,551 | $16,145-90.4% | $13,411-88.4% | $10,828-85.7% |