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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 | $20,130 | $69,977-71.2% | $108,582-81.5% | $62,881-68.0% |
| Participation rate | 14.0% | 72.9%-58.9pp | 79.6%-65.6pp | 69.3%-55.4pp |
| Annual return | 4.84% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $493 | $2,135-76.9% | $3,758-86.9% | $2,281-78.4% |
| Participant deferral / active EE | $596 | $3,165-81.2% | $4,311-86.2% | $3,203-81.4% |
| Admin fee / account holder | $1,318 | $5,076-74.0% | $7,645-82.8% | $4,296-69.3% |