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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 | $15,979 | $82,674-80.7% | $125,381-87.3% | $68,486-76.7% |
| Participation rate | 67.1% | 75.1%-8.0pp | 82.4%-15.3pp | 67.9%-0.8pp |
| Annual return | -18.06% | -5.97%-12.1pp | 572.31%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $845 | $3,382-75.0% | $4,815-82.4% | $2,597-67.5% |
| Participant deferral / active EE | $1,487 | $6,111-75.7% | $7,448-80.0% | $4,028-63.1% |
| Admin fee / account holder | $992 | $6,277-84.2% | $10,007-90.1% | $5,404-81.6% |