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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 | $21,946 | $175,646-87.5% | $129,118-83.0% | $134,532-83.7% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.2%-37.2pp | 81.2%-41.2pp |
| Annual return | -16.43% | -11.39%-5.0pp | -10.94%-5.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,051-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,712 | $7,970-78.5% | $6,539-73.8% | $6,401-73.3% |
| Admin fee / account holder | $8,998 | $23,578-61.8% | $14,305-37.1% | $11,429-21.3% |