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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 | $17,705 | $67,411-73.7% | $91,004-80.5% | $70,126-74.8% |
| Participation rate | 58.3% | 71.4%-13.0pp | 75.6%-17.3pp | 69.5%-11.2pp |
| Annual return | 15.58% | -40.16%+55.7pp | 4.60%+11.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,140 | $2,823-59.6% | $3,548-67.9% | $3,332-65.8% |
| Admin fee / account holder | $327 | $4,236-92.3% | $5,417-94.0% | $4,645-93.0% |