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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 | $8,743 | $50,947-82.8% | $74,549-88.3% | $64,173-86.4% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -6.03% | -1.85%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $573 | $1,115-48.6% | $1,961-70.8% | $2,381-75.9% |
| Participant deferral / active EE | $856 | $2,302-62.8% | $3,108-72.5% | $3,470-75.3% |
| Admin fee / account holder | $964 | $4,221-77.2% | $5,059-80.9% | $4,887-80.3% |