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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 | $12,918 | $79,961-83.8% | $98,462-86.9% | $75,177-82.8% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.2%-19.2pp | 67.2%-11.2pp |
| Annual return | 18.65% | 19.75%-1.1pp | 21.17%-2.5pp | 160.75%-142.1pp |
| Employer contribution / active EE | $600 | $2,264-73.5% | $3,049-80.3% | $2,671-77.5% |
| Participant deferral / active EE | $630 | $3,753-83.2% | $4,738-86.7% | $4,126-84.7% |
| Admin fee / account holder | $558 | $6,842-91.8% | $8,875-93.7% | $5,651-90.1% |