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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 | $16,159 | $62,586-74.2% | $76,766-79.0% | $64,181-74.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -7.12% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.8pp |
| Employer contribution / active EE | $444 | $1,832-75.7% | $2,485-82.1% | $2,381-81.3% |
| Participant deferral / active EE | $1,042 | $3,145-66.9% | $3,851-72.9% | $3,470-70.0% |
| Admin fee / account holder | $5,527 | $4,667+18.4% | $6,675-17.2% | $4,887+13.1% |