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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 | $20,700 | $81,870-74.7% | $119,608-82.7% | $68,495-69.8% |
| Participation rate | 67.9% | 71.9%-4.0pp | 79.3%-11.4pp | 67.9%0pp |
| Annual return | -17.46% | -23.82%+6.4pp | -14.98%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $941 | $2,692-65.0% | $4,232-77.8% | $2,596-63.7% |
| Participant deferral / active EE | $1,341 | $4,148-67.7% | $5,601-76.1% | $4,028-66.7% |
| Admin fee / account holder | $3,140 | $6,583-52.3% | $10,326-69.6% | $5,403-41.9% |