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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 | $7,750 | $42,910-81.9% | $60,919-87.3% | $68,490-88.7% |
| Participation rate | 50.9% | 66.8%-15.8pp | 73.1%-22.2pp | 67.9%-17.0pp |
| Annual return | -15.46% | -13.99%-1.5pp | 16.96%-32.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $973 | $1,978-50.8% | $2,704-64.0% | $2,597-62.5% |
| Participant deferral / active EE | $244 | $2,866-91.5% | $3,814-93.6% | $4,028-93.9% |
| Admin fee / account holder | $528 | $3,104-83.0% | $3,228-83.6% | $5,403-90.2% |