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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 | $11,375 | $77,816-85.4% | $123,552-90.8% | $64,173-82.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -4.86% | 12.49%-17.3pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $699 | $3,014-76.8% | $4,628-84.9% | $2,381-70.7% |
| Participant deferral / active EE | $2,122 | $5,240-59.5% | $6,426-67.0% | $3,470-38.8% |
| Admin fee / account holder | $1,517 | $5,519-72.5% | $9,285-83.7% | $4,887-69.0% |