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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 | $18,184 | $72,177-74.8% | $115,038-84.2% | $59,633-69.5% |
| Participation rate | 37.4% | 72.6%-35.2pp | 81.4%-44.0pp | 68.7%-31.3pp |
| Annual return | -0.37% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $1,190 | $2,841-58.1% | $4,608-74.2% | $2,203-46.0% |
| Participant deferral / active EE | $1,994 | $4,783-58.3% | $6,026-66.9% | $3,192-37.5% |
| Admin fee / account holder | $3,987 | $4,927-19.1% | $8,175-51.2% | $4,297-7.2% |