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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 | $15,270 | $50,947-70.0% | $74,549-79.5% | $64,173-76.2% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -3.42% | -1.85%-1.6pp | 32.53%-35.9pp | 7.63%-11.0pp |
| Employer contribution / active EE | $491 | $1,115-56.0% | $1,961-75.0% | $2,381-79.4% |
| Participant deferral / active EE | $975 | $2,302-57.6% | $3,108-68.6% | $3,470-71.9% |
| Admin fee / account holder | $716 | $4,221-83.0% | $5,059-85.8% | $4,887-85.3% |