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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $6,341 | $67,372-90.6% | $60,906-89.6% | $134,532-95.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -19.96% | 50.05%-70.0pp | 16.94%-36.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $417 | $3,099-86.5% | $2,703-84.6% | $4,741-91.2% |
| Participant deferral / active EE | $660 | $4,532-85.4% | $3,814-82.7% | $6,401-89.7% |
| Admin fee / account holder | $991 | $4,588-78.4% | $3,227-69.3% | $11,429-91.3% |