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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 | $11,365 | $75,962-85.0% | $154,111-92.6% | $64,173-82.3% |
| Participation rate | 57.1% | 70.4%-13.3pp | 83.0%-25.9pp | 69.6%-12.4pp |
| Annual return | -4.08% | 30.32%-34.4pp | 735.18%-739.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $579 | $3,350-82.7% | $5,298-89.1% | $2,381-75.7% |
| Participant deferral / active EE | $605 | $3,175-80.9% | $5,081-88.1% | $3,470-82.6% |
| Admin fee / account holder | $1,650 | $5,589-70.5% | $13,411-87.7% | $4,887-66.2% |