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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 | $28,348 | $110,083-74.2% | $151,645-81.3% | $68,490-58.6% |
| Participation rate | 64.0% | 84.0%-20.0pp | 87.5%-23.5pp | 67.9%-3.9pp |
| Annual return | -14.36% | -10.12%-4.2pp | 3.34%-17.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,241 | $6,526-65.7% | $8,363-73.2% | $4,028-44.4% |
| Admin fee / account holder | $7,324 | $7,718-5.1% | $11,614-36.9% | $5,403+35.5% |