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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 | $27,138 | $83,090-67.3% | $130,062-79.1% | $71,529-62.1% |
| Participation rate | 45.8% | 74.1%-28.3pp | 78.5%-32.7pp | 67.9%-22.1pp |
| Annual return | 15.83% | 20.61%-4.8pp | -137.37%+153.2pp | 28.97%-13.1pp |
| Employer contribution / active EE | $2,074 | $2,624-21.0% | $4,322-52.0% | $2,590-19.9% |
| Participant deferral / active EE | $883 | $4,436-80.1% | $5,821-84.8% | $4,291-79.4% |
| Admin fee / account holder | $2,708 | $1,727+56.8% | $10,601-74.5% | $1,588+70.5% |