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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 | $10,385 | $134,001-92.2% | $112,258-90.7% | $134,509-92.3% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -18.91% | 47.15%-66.1pp | 27.47%-46.4pp | 418.13%-437.0pp |
| Employer contribution / active EE | $967 | $4,039-76.1% | $3,636-73.4% | $4,741-79.6% |
| Participant deferral / active EE | $1,135 | $5,291-78.5% | $4,728-76.0% | $6,400-82.3% |
| Admin fee / account holder | $758 | $7,491-89.9% | $6,411-88.2% | $11,427-93.4% |