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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 | $5,334 | $37,440-85.8% | $77,081-93.1% | $66,930-92.0% |
| Participation rate | 37.9% | 52.9%-15.0pp | 67.9%-30.0pp | 69.8%-31.9pp |
| Annual return | -17.92% | -3.26%-14.7pp | 42.33%-60.2pp | 1.57%-19.5pp |
| Employer contribution / active EE | $1,690 | $1,534+10.2% | $2,813-39.9% | $2,545-33.6% |
| Participant deferral / active EE | $146 | $2,620-94.4% | $4,428-96.7% | $4,238-96.6% |
| Admin fee / account holder | $1,202 | $568+111.7% | $5,427-77.9% | $593+102.5% |