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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 | $11,012 | $71,878-84.7% | $86,698-87.3% | $68,486-83.9% |
| Participation rate | 44.7% | 72.2%-27.5pp | 76.6%-31.9pp | 67.9%-23.2pp |
| Annual return | -15.30% | 3.53%-18.8pp | 35.95%-51.3pp | -7.85%-7.4pp |
| Employer contribution / active EE | $804 | $2,173-63.0% | $2,837-71.7% | $2,597-69.0% |
| Participant deferral / active EE | $1,248 | $3,779-67.0% | $4,656-73.2% | $4,028-69.0% |
| Admin fee / account holder | $1,960 | $6,113-67.9% | $7,493-73.8% | $5,404-63.7% |