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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 | $11,848 | $64,729-81.7% | $112,263-89.4% | $68,490-82.7% |
| Participation rate | 34.8% | 67.2%-32.3pp | 75.1%-40.2pp | 67.9%-33.0pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.49%-44.5pp | -7.85%-9.1pp |
| Employer contribution / active EE | $752 | $2,746-72.6% | $3,636-79.3% | $2,597-71.0% |
| Participant deferral / active EE | $1,337 | $3,566-62.5% | $4,729-71.7% | $4,028-66.8% |
| Admin fee / account holder | $1,556 | $5,222-70.2% | $6,410-75.7% | $5,403-71.2% |