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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 | $4,813 | $73,863-93.5% | $143,797-96.7% | $68,490-93.0% |
| Participation rate | 19.0% | 66.7%-47.6pp | 80.3%-61.3pp | 67.9%-48.8pp |
| Annual return | -13.72% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $395 | $3,185-87.6% | $4,952-92.0% | $2,597-84.8% |
| Participant deferral / active EE | $785 | $3,385-76.8% | $5,638-86.1% | $4,028-80.5% |
| Admin fee / account holder | $2,361 | $5,756-59.0% | $14,679-83.9% | $5,403-56.3% |