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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 | $8,475 | $73,848-88.5% | $143,799-94.1% | $68,486-87.6% |
| Participation rate | 22.2% | 66.7%-44.4pp | 80.3%-58.1pp | 67.9%-45.7pp |
| Annual return | -16.43% | 0.91%-17.3pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $480 | $3,184-84.9% | $4,952-90.3% | $2,597-81.5% |
| Participant deferral / active EE | $570 | $3,385-83.2% | $5,638-89.9% | $4,028-85.9% |
| Admin fee / account holder | $2,701 | $5,755-53.1% | $14,677-81.6% | $5,404-50.0% |