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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 | $7,315 | $42,910-83.0% | $60,919-88.0% | $68,490-89.3% |
| Participation rate | 13.6% | 66.8%-53.1pp | 73.1%-59.5pp | 67.9%-54.3pp |
| Annual return | -11.33% | -13.99%+2.7pp | 16.96%-28.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $404 | $2,866-85.9% | $3,814-89.4% | $4,028-90.0% |
| Admin fee / account holder | $1,585 | $3,104-48.9% | $3,228-50.9% | $5,403-70.7% |