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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 | $6,799 | $54,239-87.5% | $70,098-90.3% | $68,495-90.1% |
| Participation rate | 52.8% | 64.5%-11.7pp | 70.5%-17.7pp | 67.9%-15.1pp |
| Annual return | -18.68% | -13.87%-4.8pp | 190.76%-209.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $487 | $2,019-75.9% | $2,560-81.0% | $2,596-81.3% |
| Participant deferral / active EE | $1,016 | $2,957-65.6% | $3,849-73.6% | $4,028-74.8% |
| Admin fee / account holder | $531 | $4,691-88.7% | $6,266-91.5% | $5,403-90.2% |