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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 | $8,859 | $54,355-83.7% | $82,744-89.3% | $68,486-87.1% |
| Participation rate | 31.0% | 63.9%-32.9pp | 72.6%-41.5pp | 67.9%-36.9pp |
| Annual return | -16.28% | -13.67%-2.6pp | 702.22%-718.5pp | -7.85%-8.4pp |
| Employer contribution / active EE | $474 | $2,219-78.6% | $3,008-84.3% | $2,597-81.8% |
| Participant deferral / active EE | $769 | $3,246-76.3% | $4,395-82.5% | $4,028-80.9% |
| Admin fee / account holder | $1,620 | $4,397-63.2% | $5,325-69.6% | $5,404-70.0% |