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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 | $21,648 | $73,009-70.3% | $90,756-76.1% | $68,495-68.4% |
| Participation rate | 44.3% | 70.8%-26.5pp | 75.7%-31.4pp | 67.9%-23.6pp |
| Annual return | -18.39% | -13.81%-4.6pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $889 | $2,193-59.4% | $2,922-69.6% | $2,596-65.7% |
| Participant deferral / active EE | $1,541 | $3,626-57.5% | $4,565-66.2% | $4,028-61.7% |
| Admin fee / account holder | $351 | $5,896-94.0% | $8,445-95.8% | $5,403-93.5% |