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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 | $15,578 | $58,587-73.4% | $83,322-81.3% | $64,173-75.7% |
| Participation rate | 45.2% | 72.0%-26.8pp | 77.8%-32.6pp | 69.6%-24.4pp |
| Annual return | -6.49% | 9.65%-16.1pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,181 | $2,098-43.7% | $3,379-65.0% | $2,381-50.4% |
| Participant deferral / active EE | $1,796 | $4,654-61.4% | $5,565-67.7% | $3,470-48.3% |
| Admin fee / account holder | $656 | $9,279-92.9% | $7,540-91.3% | $4,887-86.6% |