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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 | $16,764 | $45,602-63.2% | $117,533-85.7% | $66,938-75.0% |
| Participation rate | 27.1% | 57.6%-30.5pp | 70.6%-43.5pp | 69.8%-42.7pp |
| Annual return | -15.28% | -16.74%+1.5pp | 29.77%-45.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $620 | $1,579-60.8% | $4,179-85.2% | $2,545-75.7% |
| Participant deferral / active EE | $562 | $2,845-80.3% | $4,072-86.2% | $4,238-86.7% |
| Admin fee / account holder | $1,297 | $661+96.3% | $5,647-77.0% | $594+118.5% |