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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 | $28,672 | $110,083-74.0% | $151,645-81.1% | $68,490-58.1% |
| Participation rate | 58.2% | 84.0%-25.8pp | 87.5%-29.3pp | 67.9%-9.7pp |
| Annual return | -10.93% | -10.12%-0.8pp | 3.34%-14.3pp | -7.85%-3.1pp |
| Employer contribution / active EE | $1,609 | $4,470-64.0% | $6,165-73.9% | $2,597-38.0% |
| Participant deferral / active EE | $2,881 | $6,526-55.9% | $8,363-65.6% | $4,028-28.5% |
| Admin fee / account holder | $9,129 | $7,718+18.3% | $11,614-21.4% | $5,403+69.0% |