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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 | $7,588 | $28,109-73.0% | $71,089-89.3% | $56,289-86.5% |
| Participation rate | 12.7% | 40.4%-27.7pp | 54.6%-41.9pp | 69.9%-57.1pp |
| Annual return | -1.26% | -615.05%+613.8pp | 650.65%-651.9pp | -9.96%+8.7pp |
| Employer contribution / active EE | $131 | $558-76.5% | $1,088-88.0% | $2,111-93.8% |
| Participant deferral / active EE | $114 | $1,116-89.8% | $1,873-93.9% | $3,350-96.6% |
| Admin fee / account holder | $1,222 | $585+109.0% | $3,082-60.4% | $521+134.5% |