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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 | $8,610 | $49,177-82.5% | $79,466-89.2% | $64,173-86.6% |
| Participation rate | 30.0% | 65.0%-35.0pp | 73.3%-43.3pp | 69.6%-39.6pp |
| Annual return | -6.29% | -1.16%-5.1pp | 718.28%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $622 | $2,076-70.0% | $2,800-77.8% | $2,381-73.9% |
| Participant deferral / active EE | $728 | $2,821-74.2% | $3,704-80.4% | $3,470-79.0% |
| Admin fee / account holder | $2,731 | $3,839-28.8% | $5,104-46.5% | $4,887-44.1% |