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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 | $13,268 | $54,162-75.5% | $68,612-80.7% | $64,173-79.3% |
| Participation rate | 9.8% | 68.1%-58.3pp | 72.2%-62.5pp | 69.6%-59.8pp |
| Annual return | -6.55% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $104 | $2,626-96.1% | $3,311-96.9% | $3,470-97.0% |
| Admin fee / account holder | $2,292 | $4,029-43.1% | $5,131-55.3% | $4,887-53.1% |