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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 | $13,905 | $91,537-84.8% | $130,045-89.3% | $75,173-81.5% |
| Participation rate | 30.1% | 71.5%-41.3pp | 78.5%-48.4pp | 67.2%-37.1pp |
| Annual return | 22.18% | -631.55%+653.7pp | -137.30%+159.5pp | 160.72%-138.5pp |
| Employer contribution / active EE | $943 | $2,845-66.8% | $4,321-78.2% | $2,671-64.7% |
| Participant deferral / active EE | $1,645 | $4,343-62.1% | $5,820-71.7% | $4,126-60.1% |
| Admin fee / account holder | $921 | $6,780-86.4% | $10,600-91.3% | $5,651-83.7% |