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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 | $3,221 | $57,352-94.4% | $83,831-96.2% | $64,173-95.0% |
| Participation rate | 64.9% | 68.6%-3.7pp | 76.1%-11.3pp | 69.6%-4.7pp |
| Annual return | -5.46% | 11.38%-16.8pp | 850.99%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $481 | $2,993-83.9% | $4,082-88.2% | $3,470-86.1% |
| Admin fee / account holder | $326 | $4,046-91.9% | $5,479-94.0% | $4,887-93.3% |