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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 | $15,289 | $59,834-74.4% | $79,576-80.8% | $68,495-77.7% |
| Participation rate | 18.5% | 61.1%-42.5pp | 69.5%-51.0pp | 67.9%-49.4pp |
| Annual return | -19.03% | -12.30%-6.7pp | 0.15%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $200 | $3,024-93.4% | $3,985-95.0% | $4,028-95.0% |
| Admin fee / account holder | $1,267 | $4,835-73.8% | $6,834-81.5% | $5,403-76.6% |