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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 | $11,197 | $107,809-89.6% | $90,657-87.6% | $135,380-91.7% |
| Participation rate | 21.4% | 78.0%-56.6pp | 74.0%-52.6pp | 82.6%-61.2pp |
| Annual return | -4.77% | -0.90%-3.9pp | 1.89%-6.7pp | 519.81%-524.6pp |
| Employer contribution / active EE | $258 | $3,018-91.5% | $2,532-89.8% | $4,779-94.6% |
| Participant deferral / active EE | $260 | $3,872-93.3% | $3,424-92.4% | $5,609-95.4% |
| Admin fee / account holder | $1,602 | $5,931-73.0% | $4,994-67.9% | $10,828-85.2% |