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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 | $16,514 | $61,660-73.2% | $80,022-79.4% | $64,173-74.3% |
| Participation rate | 52.8% | 71.7%-18.9pp | 75.8%-23.1pp | 69.6%-16.8pp |
| Annual return | -4.55% | -0.33%-4.2pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $552 | $1,810-69.5% | $2,468-77.6% | $2,381-76.8% |
| Participant deferral / active EE | $1,122 | $2,968-62.2% | $3,686-69.5% | $3,470-67.6% |
| Admin fee / account holder | $10,220 | $5,417+88.7% | $6,521+56.7% | $4,887+109.1% |