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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 | $23,281 | $94,529-75.4% | $140,019-83.4% | $64,173-63.7% |
| Participation rate | 33.3% | 84.1%-50.8pp | 87.5%-54.2pp | 69.6%-36.2pp |
| Annual return | -3.67% | 7.77%-11.4pp | 651.15%-654.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,078 | $5,250-79.5% | $6,927-84.4% | $3,470-68.9% |
| Admin fee / account holder | $6,911 | $6,741+2.5% | $10,705-35.4% | $4,887+41.4% |