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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 | $19,069 | $59,191-67.8% | $76,767-75.2% | $56,289-66.1% |
| Participation rate | 34.7% | 75.2%-40.6pp | 77.0%-42.3pp | 69.9%-35.2pp |
| Annual return | -5.23% | 6.62%-11.9pp | 2.43%-7.7pp | -9.96%+4.7pp |
| Employer contribution / active EE | $578 | $1,759-67.2% | $2,485-76.8% | $2,111-72.6% |
| Participant deferral / active EE | $966 | $3,255-70.3% | $3,852-74.9% | $3,350-71.2% |
| Admin fee / account holder | $5,361 | $489+995.8% | $6,675-19.7% | $521+929.0% |